+59.3%
USAR vs SEI
+669.9%
-610.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -5.2% | -0.8% | -4.8% |
| 7D | -9.3% | +20.7% | -30.0% | -13.4% |
| 30D | -15.2% | +9.1% | -24.3% | -17.2% |
| 3M | -21.1% | -6.0% | -15.1% | -20.5% |
| 6M | -21.6% | +18.9% | -40.5% | -23.5% |
| YTD | +34.8% | +40.1% | -5.3% | +28.4% |
| 1Y | +15.6% | +120.6% | -105.0% | +8.0% |
| 3Y | +57.7% | +562.1% | -504.4% | +43.5% |
| All | +59.3% | +669.9% | -610.6% | +45.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling