-19.0%
USAR vs INDA
+16.7%
-35.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | -0.8% | +1.1% | -1.9% | -1.4% |
| 30D | -20.9% | +9.4% | -30.3% | -25.0% |
| 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% | -33.8% |
| 1Y | -45.1% | -5.1% | -40.0% | -47.0% |
| 3Y | -20.3% | +16.7% | -37.0% | -22.1% |
| All | -19.0% | +16.7% | -35.7% | -20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling