+53.0%
USAR vs SIRI
-22.6%
+75.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -15.8% |
| 3M | -31.0% | +6.6% | -37.6% | -32.1% |
| 6M | -26.2% | +32.9% | -59.1% | -29.0% |
| YTD | +30.8% | +50.5% | -19.7% | +23.7% |
| 1Y | +7.1% | +28.0% | -20.9% | +3.1% |
| 3Y | +53.0% | -22.4% | +75.4% | +45.3% |
| All | +53.0% | -22.6% | +75.6% | +45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling