+59.3%
USAR vs SGI
+55.7%
+3.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.1% | -2.9% | -5.6% |
| 7D | -9.3% | -4.9% | -4.4% | -8.8% |
| 30D | -15.2% | +1.6% | -16.8% | -15.3% |
| 3M | -21.1% | -3.2% | -17.9% | -20.8% |
| 6M | -21.6% | -16.0% | -5.5% | -22.3% |
| YTD | +34.8% | -25.4% | +60.2% | +31.6% |
| 1Y | +15.6% | -21.6% | +37.2% | +14.6% |
| 3Y | +57.7% | +52.9% | +4.9% | +71.6% |
| All | +59.3% | +55.7% | +3.6% | +73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SGI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling