-18.2%
USAR vs INFQ
-7.9%
-10.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.2% | -4.2% | -3.6% |
| 7D | -11.6% | +2.1% | -13.7% | -12.6% |
| 30D | -15.5% | +6.1% | -21.6% | -18.0% |
| 3M | -31.0% | -7.1% | -23.9% | -30.8% |
| 6M | -26.2% | +14.8% | -41.0% | -36.9% |
| All | -18.2% | -7.9% | -10.3% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 1y: compounded portfolio wealth divided by compounded INFQ 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…
1y analysis · Full analysis span regression · 6 months rolling