-49.2%
USAR vs STT
+47.3%
-96.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +3.2% | +3.3% | +2.2% |
| 7D | -1.1% | +0.9% | -2.0% | -2.1% |
| 30D | -30.3% | -2.3% | -27.9% | -27.5% |
| 3M | -54.7% | -7.0% | -47.7% | -50.1% |
| 6M | -67.5% | +15.5% | -83.0% | -73.4% |
| YTD | -26.4% | +35.6% | -62.0% | -51.9% |
| All | -49.2% | +47.3% | -96.5% | -71.5% |
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