-49.8%
USAR vs ROIV
+97.8%
-147.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +6.1% | -11.9% | -9.4% |
| 7D | -21.8% | +3.0% | -24.8% | -23.2% |
| 30D | -39.9% | +6.8% | -46.8% | -42.3% |
| 3M | -52.5% | +10.5% | -63.1% | -56.2% |
| 6M | -67.9% | +34.8% | -102.7% | -74.4% |
| YTD | -31.1% | +76.2% | -107.3% | -51.9% |
| 1Y | -49.8% | +92.4% | -142.2% | -68.6% |
| All | -49.8% | +97.8% | -147.7% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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