+7.1%
USAR vs SPMO
+24.6%
-17.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -4.1% |
| 7D | -11.6% | -0.9% | -10.7% | -9.9% |
| 30D | -15.5% | -1.9% | -13.6% | -11.9% |
| 3M | -31.0% | -1.4% | -29.7% | -29.8% |
| 6M | -26.2% | +25.5% | -51.7% | -54.5% |
| YTD | +30.8% | +24.8% | +5.9% | -18.4% |
| 1Y | +7.1% | +24.5% | -17.4% | -27.0% |
| All | +7.1% | +24.6% | -17.5% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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