-49.8%
USAR vs SRE
-7.5%
-42.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.9% | -3.0% | -6.2% |
| 7D | -21.8% | -2.1% | -19.7% | -21.9% |
| 30D | -39.9% | +6.1% | -46.0% | -39.1% |
| 3M | -52.5% | -3.5% | -49.0% | -52.8% |
| 6M | -67.9% | -10.8% | -57.2% | -67.7% |
| YTD | -31.1% | -4.0% | -27.1% | -35.2% |
| 1Y | -49.8% | -7.7% | -42.2% | -49.6% |
| All | -49.8% | -7.5% | -42.4% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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