-49.8%
USAR vs SEI
+18.6%
-68.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -16.9% | +11.1% | +2.7% |
| 7D | -21.8% | -16.4% | -5.3% | -15.1% |
| 30D | -39.9% | -22.9% | -17.0% | -33.0% |
| 3M | -52.5% | -0.3% | -52.2% | -55.9% |
| 6M | -67.9% | -22.3% | -45.6% | -65.1% |
| YTD | -31.1% | +26.2% | -57.3% | -47.9% |
| 1Y | -49.8% | +8.2% | -58.0% | -57.9% |
| All | -49.8% | +18.6% | -68.4% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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