+69.4%
USAR vs SPXU
-79.3%
+148.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.4% | -4.8% | -3.0% |
| 7D | -4.4% | +1.3% | -5.7% | -4.1% |
| 30D | -10.4% | +5.1% | -15.5% | -9.1% |
| 3M | -18.4% | -9.1% | -9.2% | -19.1% |
| 6M | -8.8% | -29.6% | +20.8% | -11.8% |
| YTD | +43.4% | -27.7% | +71.0% | +39.1% |
| 1Y | +21.0% | -37.0% | +58.0% | +17.5% |
| 3Y | +67.7% | -80.2% | +147.9% | +72.8% |
| All | +69.4% | -79.3% | +148.7% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 5y: compounded portfolio wealth divided by compounded SPXU 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…
5y analysis · Full analysis span regression · 6 months rolling