+54.5%
USAR vs SU
+166.2%
-111.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.8% | -3.0% |
| 7D | -11.6% | +2.2% | -13.9% | -11.3% |
| 30D | -15.5% | +8.4% | -23.9% | -14.4% |
| 3M | -31.0% | +12.1% | -43.1% | -29.5% |
| 6M | -26.2% | +19.7% | -45.9% | -24.4% |
| YTD | +30.8% | +58.4% | -27.7% | +37.9% |
| 1Y | +7.1% | +67.2% | -60.1% | +13.8% |
| 3Y | +53.0% | +125.0% | -72.0% | +69.1% |
| All | +54.5% | +166.2% | -111.7% | +70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling