-68.6%
USAR vs SPG
+18.3%
-86.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.1% | +4.2% | +4.5% |
| 7D | +0.8% | +2.7% | -1.9% | +3.2% |
| 30D | -30.1% | +16.6% | -46.6% | -17.8% |
| 3M | -56.3% | +8.1% | -64.4% | -54.1% |
| 6M | -68.6% | +19.3% | -87.9% | -64.4% |
| All | -68.6% | +18.3% | -86.9% | -64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 6mo: compounded portfolio wealth divided by compounded SPG 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…
6mo analysis · Full analysis span regression · 6 months rolling