-20.3%
USAR vs INDA
+16.8%
-37.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | -0.8% | +1.1% | -1.9% | -1.5% |
| 30D | -20.9% | +9.4% | -30.3% | -25.2% |
| 3M | -56.2% | +2.9% | -59.1% | -56.9% |
| 6M | -67.9% | +7.2% | -75.1% | -68.9% |
| YTD | -31.4% | -4.8% | -26.6% | -34.0% |
| 1Y | -45.1% | -5.1% | -40.0% | -47.1% |
| 3Y | -20.3% | +16.7% | -37.0% | -22.0% |
| All | -20.3% | +16.8% | -37.1% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded INDA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling