+30.6%
USAR vs IR
-7.1%
+37.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +1.3% |
| 7D | +2.3% | +0.6% | +1.7% | +1.9% |
| 30D | -8.6% | -13.6% | +5.0% | -0.3% |
| 3M | -20.5% | +3.7% | -24.2% | -24.2% |
| 6M | +1.2% | -13.1% | +14.3% | +6.3% |
| YTD | +48.4% | -5.1% | +53.5% | +51.0% |
| 1Y | +30.6% | -6.5% | +37.1% | +33.6% |
| All | +30.6% | -7.1% | +37.7% | +33.6% |
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