-49.8%
USAR vs STT
+53.6%
-103.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.2% | -8.0% | -8.7% |
| 7D | -21.8% | -0.1% | -21.7% | -21.7% |
| 30D | -39.9% | -1.7% | -38.2% | -38.4% |
| 3M | -52.5% | -6.4% | -46.2% | -48.5% |
| 6M | -67.9% | +17.7% | -85.6% | -74.5% |
| YTD | -31.1% | +36.9% | -68.0% | -55.9% |
| 1Y | -49.8% | +52.0% | -101.9% | -74.3% |
| All | -49.8% | +53.6% | -103.4% | -74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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