-18.3%
USAR vs SUI
+2.0%
-20.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -1.5% | +12.3% | +10.8% |
| 7D | -14.5% | +6.2% | -20.7% | -14.4% |
| 30D | -37.8% | +8.6% | -46.4% | -38.0% |
| 3M | -52.8% | +1.0% | -53.8% | -52.7% |
| 6M | -71.2% | -2.6% | -68.6% | -71.2% |
| YTD | -30.9% | -0.1% | -30.8% | -30.9% |
| 1Y | -48.0% | +0.5% | -48.5% | -48.1% |
| 3Y | -19.7% | +15.3% | -35.0% | -19.6% |
| All | -18.3% | +2.0% | -20.3% | -18.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling