+67.7%
USAR vs SPXS
-79.5%
+147.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.4% | -4.8% | -3.0% |
| 7D | -4.4% | +1.2% | -5.7% | -4.1% |
| 30D | -10.4% | +5.2% | -15.6% | -9.0% |
| 3M | -18.4% | -9.2% | -9.2% | -19.1% |
| 6M | -8.8% | -29.6% | +20.8% | -11.9% |
| YTD | +43.4% | -27.6% | +71.0% | +38.9% |
| 1Y | +21.0% | -36.7% | +57.7% | +17.4% |
| All | +67.7% | -79.5% | +147.2% | +72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 3y: compounded portfolio wealth divided by compounded SPXS 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…
3y analysis · Full analysis span regression · 6 months rolling