+75.4%
USAR vs SEI
+667.6%
-592.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +16.3% | -16.0% | -3.3% |
| 7D | +2.3% | +28.8% | -26.5% | -3.7% |
| 30D | -8.6% | +10.4% | -19.0% | -11.0% |
| 3M | -20.5% | -11.4% | -9.1% | -18.9% |
| 6M | +1.2% | +31.2% | -30.0% | -2.6% |
| YTD | +48.4% | +39.7% | +8.7% | +41.5% |
| 1Y | +30.6% | +149.0% | -118.4% | +21.3% |
| 3Y | +73.6% | +560.2% | -486.5% | +58.1% |
| All | +75.4% | +667.6% | -592.2% | +59.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling