-48.0%
USAR vs IP
-0.2%
-47.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +0.8% | +10.0% | +10.5% |
| 7D | -14.5% | -5.1% | -9.4% | -12.7% |
| 30D | -37.8% | +8.5% | -46.3% | -39.7% |
| 3M | -52.8% | -13.8% | -38.9% | -50.3% |
| 6M | -71.2% | +5.7% | -77.0% | -72.4% |
| YTD | -30.9% | -9.1% | -21.8% | -33.1% |
| 1Y | -48.0% | -0.8% | -47.2% | -52.3% |
| All | -48.0% | -0.2% | -47.8% | -52.3% |
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