+67.7%
USAR vs SYY
+26.6%
+41.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.2% | -5.6% | -3.3% |
| 7D | -4.4% | -0.2% | -4.2% | -4.4% |
| 30D | -10.4% | -2.7% | -7.7% | -10.5% |
| 3M | -18.4% | +5.9% | -24.3% | -18.5% |
| 6M | -8.8% | -2.3% | -6.5% | -9.3% |
| YTD | +43.4% | +13.1% | +30.3% | +44.6% |
| 1Y | +21.0% | +3.8% | +17.2% | +21.0% |
| All | +67.7% | +26.6% | +41.1% | +72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 3y: compounded portfolio wealth divided by compounded SYY 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…
3y analysis · Full analysis span regression · 6 months rolling