+75.4%
USAR vs SU
+162.5%
-87.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.4% |
| 7D | +2.3% | -1.0% | +3.3% | +2.2% |
| 30D | -8.6% | +13.7% | -22.3% | -6.8% |
| 3M | -20.5% | +8.0% | -28.5% | -19.1% |
| 6M | +1.2% | +21.0% | -19.8% | +3.6% |
| YTD | +48.4% | +56.2% | -7.8% | +56.1% |
| 1Y | +30.6% | +72.2% | -41.6% | +39.8% |
| 3Y | +73.6% | +118.1% | -44.4% | +91.5% |
| All | +75.4% | +162.5% | -87.2% | +93.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling