+54.5%
USAR vs SIRI
-30.0%
+84.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.1% |
| 7D | -11.6% | +0.6% | -12.2% | -11.7% |
| 30D | -15.5% | +2.5% | -18.0% | -15.7% |
| 3M | -31.0% | +6.6% | -37.6% | -31.8% |
| 6M | -26.2% | +32.9% | -59.1% | -28.1% |
| YTD | +30.8% | +50.5% | -19.7% | +25.9% |
| 1Y | +7.1% | +28.0% | -20.9% | +4.3% |
| 3Y | +53.0% | -22.4% | +75.4% | +47.7% |
| All | +54.5% | -30.0% | +84.5% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling