-19.0%
USAR vs SEI
+667.3%
-686.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.4% |
| 7D | -0.8% | +10.5% | -11.2% | -3.0% |
| 30D | -20.9% | -8.0% | -12.9% | -20.0% |
| 3M | -56.2% | +6.7% | -62.9% | -57.5% |
| 6M | -67.9% | -17.0% | -50.9% | -67.2% |
| YTD | -31.4% | +39.7% | -71.1% | -35.4% |
| 1Y | -45.1% | +43.2% | -88.2% | -48.2% |
| 3Y | -20.3% | +676.3% | -696.7% | -28.2% |
| All | -19.0% | +667.3% | -686.3% | -27.0% |
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