+74.9%
USAR vs SPXU
-79.9%
+154.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.7% | -0.1% |
| 7D | -2.1% | -0.1% | -2.0% | -2.1% |
| 30D | +2.6% | +0.8% | +1.8% | +3.1% |
| 3M | -35.0% | -4.7% | -30.3% | -34.9% |
| 6M | -6.9% | -29.6% | +22.7% | -10.5% |
| YTD | +48.0% | -29.9% | +77.9% | +42.4% |
| 1Y | +24.8% | -39.1% | +63.9% | +20.3% |
| 3Y | +73.2% | -80.0% | +153.2% | +77.0% |
| All | +74.9% | -79.9% | +154.8% | +78.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling