-45.1%
USAR vs IP
-5.8%
-39.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.6% |
| 7D | -0.8% | -0.3% | -0.5% | -0.6% |
| 30D | -20.9% | +7.9% | -28.9% | -23.0% |
| 3M | -56.2% | -15.3% | -40.8% | -53.9% |
| 6M | -67.9% | +10.5% | -78.4% | -69.4% |
| YTD | -31.4% | -9.4% | -22.0% | -32.8% |
| 1Y | -45.1% | -4.6% | -40.4% | -46.3% |
| All | -45.1% | -5.8% | -39.2% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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