+75.4%
USAR vs TRI
-20.2%
+95.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.5% | +6.8% | -0.4% |
| 7D | +2.3% | -7.1% | +9.4% | +1.6% |
| 30D | -8.6% | -2.3% | -6.3% | -8.8% |
| 3M | -20.5% | +19.6% | -40.1% | -18.9% |
| 6M | +1.2% | -8.7% | +9.9% | +3.6% |
| YTD | +48.4% | -22.3% | +70.7% | +51.5% |
| 1Y | +30.6% | -40.7% | +71.3% | +36.2% |
| 3Y | +73.6% | -17.8% | +91.4% | +86.8% |
| All | +75.4% | -20.2% | +95.6% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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