-49.2%
USAR vs SUI
-1.1%
-48.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.5% | +6.5% |
| 7D | -1.1% | +3.0% | -4.1% | +0.9% |
| 30D | -30.3% | +5.6% | -35.8% | -28.0% |
| 3M | -54.7% | +0.9% | -55.6% | -54.1% |
| 6M | -67.5% | -2.6% | -64.9% | -67.0% |
| YTD | -26.4% | -0.1% | -26.3% | -24.1% |
| All | -49.2% | -1.1% | -48.1% | -46.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling