-19.0%
USAR vs SUI
+0.4%
-19.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +1.1% |
| 7D | -0.8% | -1.5% | +0.7% | -0.8% |
| 30D | -20.9% | +3.7% | -24.7% | -21.1% |
| 3M | -56.2% | -0.4% | -55.8% | -56.1% |
| 6M | -67.9% | -2.8% | -65.1% | -67.9% |
| YTD | -31.4% | -1.6% | -29.8% | -31.5% |
| 1Y | -45.1% | -2.1% | -43.0% | -45.1% |
| 3Y | -20.3% | +18.5% | -38.8% | -20.3% |
| All | -19.0% | +0.4% | -19.4% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling