+75.4%
USAR vs SIRI
-30.8%
+106.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +0.9% | +0.4% |
| 7D | +2.3% | +4.3% | -2.0% | +1.8% |
| 30D | -8.6% | -2.8% | -5.8% | -8.3% |
| 3M | -20.5% | +5.9% | -26.4% | -21.3% |
| 6M | +1.2% | +31.9% | -30.7% | -1.3% |
| YTD | +48.4% | +48.7% | -0.3% | +43.1% |
| 1Y | +30.6% | +23.2% | +7.4% | +27.6% |
| 3Y | +73.6% | -23.9% | +97.5% | +67.9% |
| All | +75.4% | -30.8% | +106.2% | +69.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling