-55.4%
USAR vs ROIV
+93.7%
-149.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.3% | -10.9% | -10.4% |
| 7D | -9.1% | +14.3% | -23.4% | -16.3% |
| 30D | -36.9% | +16.2% | -53.2% | -42.4% |
| 3M | -58.4% | +15.1% | -73.5% | -62.5% |
| 6M | -70.6% | +44.2% | -114.8% | -77.6% |
| YTD | -33.4% | +89.8% | -123.3% | -56.1% |
| All | -55.4% | +93.7% | -149.1% | -72.6% |
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