+73.6%
USAR vs SGI
+59.4%
+14.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | +2.3% | +9.3% | -7.0% | +1.3% |
| 30D | -8.6% | +6.9% | -15.5% | -9.3% |
| 3M | -20.5% | +2.8% | -23.3% | -20.7% |
| 6M | +1.2% | -12.6% | +13.8% | -0.5% |
| YTD | +48.4% | -21.5% | +69.9% | +43.9% |
| 1Y | +30.6% | -18.8% | +49.4% | +28.2% |
| 3Y | +73.6% | +60.8% | +12.8% | +88.6% |
| All | +73.6% | +59.4% | +14.3% | +88.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling