-49.8%
USAR vs SU
+88.1%
-137.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.5% | -1.3% | -6.7% |
| 7D | -21.8% | -7.1% | -14.7% | -22.9% |
| 30D | -39.9% | +4.8% | -44.7% | -39.5% |
| 3M | -52.5% | +12.5% | -65.0% | -51.7% |
| 6M | -67.9% | +6.5% | -74.4% | -67.0% |
| YTD | -31.1% | +65.8% | -96.9% | -53.0% |
| 1Y | -49.8% | +86.2% | -136.0% | -70.7% |
| All | -49.8% | +88.1% | -137.9% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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