-49.8%
USAR vs SNY
+2.7%
-52.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.7% | -10.6% | -5.9% |
| 7D | -21.8% | +12.4% | -34.1% | -22.3% |
| 30D | -39.9% | +20.1% | -60.1% | -41.0% |
| 3M | -52.5% | +11.2% | -63.8% | -52.5% |
| 6M | -67.9% | +9.5% | -77.4% | -68.2% |
| YTD | -31.1% | +3.4% | -34.5% | -29.5% |
| 1Y | -49.8% | +2.0% | -51.9% | -49.4% |
| All | -49.8% | +2.7% | -52.6% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 1y: compounded portfolio wealth divided by compounded SNY 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…
1y analysis · Full analysis span regression · 6 months rolling