+24.8%
USAR vs IR
-1.2%
+26.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.7% | -1.2% |
| 7D | -2.1% | -2.8% | +0.7% | -0.4% |
| 30D | +2.6% | -15.1% | +17.8% | +12.9% |
| 3M | -35.0% | +6.1% | -41.1% | -38.9% |
| 6M | -6.9% | -16.8% | +9.9% | -0.5% |
| YTD | +48.0% | -3.5% | +51.5% | +49.3% |
| 1Y | +24.8% | -3.5% | +28.3% | +24.9% |
| All | +24.8% | -1.2% | +26.0% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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