-15.7%
USAR vs INFQ
-9.1%
-6.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.3% | -3.7% | -4.9% |
| 7D | -9.3% | +2.4% | -11.7% | -10.4% |
| 30D | -15.2% | +9.6% | -24.8% | -19.0% |
| 3M | -21.1% | -4.6% | -16.5% | -21.6% |
| 6M | -21.6% | +6.7% | -28.2% | -31.0% |
| All | -15.7% | -9.1% | -6.6% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling