+74.2%
USAR vs SN
+490.7%
-416.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.6% | -0.4% |
| 7D | -2.1% | -9.3% | +7.2% | -1.2% |
| 30D | +2.6% | -4.8% | +7.4% | +3.1% |
| 3M | -35.0% | +40.4% | -75.4% | -36.9% |
| 6M | -6.9% | +50.9% | -57.8% | -10.6% |
| YTD | +48.0% | +54.9% | -7.0% | +41.9% |
| 1Y | +24.8% | +43.0% | -18.2% | +20.1% |
| 3Y | +73.2% | +391.8% | -318.6% | +68.9% |
| All | +74.2% | +490.7% | -416.5% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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