+59.3%
USAR vs SIRI
-30.6%
+89.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.2% | -7.2% | -6.1% |
| 7D | -9.3% | -3.0% | -6.3% | -9.0% |
| 30D | -15.2% | +1.3% | -16.5% | -15.3% |
| 3M | -21.1% | +5.6% | -26.7% | -21.9% |
| 6M | -21.6% | +35.2% | -56.7% | -23.6% |
| YTD | +34.8% | +49.1% | -14.3% | +29.9% |
| 1Y | +15.6% | +26.8% | -11.1% | +12.8% |
| 3Y | +57.7% | -23.7% | +81.4% | +52.4% |
| All | +59.3% | -30.6% | +89.9% | +54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling