+74.9%
USAR vs SYY
+19.4%
+55.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.5% |
| 7D | -2.1% | -2.3% | +0.2% | -2.2% |
| 30D | +2.6% | -4.9% | +7.6% | +2.5% |
| 3M | -35.0% | +8.4% | -43.4% | -35.2% |
| 6M | -6.9% | -7.4% | +0.5% | -7.8% |
| YTD | +48.0% | +11.0% | +37.0% | +49.1% |
| 1Y | +24.8% | -0.2% | +25.0% | +24.3% |
| 3Y | +73.2% | +23.8% | +49.5% | +77.6% |
| All | +74.9% | +19.4% | +55.5% | +79.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling