+21.0%
USAR vs URA
+18.3%
+2.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -1.6% |
| 7D | -4.4% | +5.7% | -10.2% | -11.4% |
| 30D | -10.4% | +5.6% | -16.0% | -16.8% |
| 3M | -18.4% | +6.2% | -24.6% | -23.7% |
| 6M | -8.8% | -8.2% | -0.6% | +5.7% |
| YTD | +43.4% | +9.7% | +33.7% | +29.9% |
| 1Y | +21.0% | +17.0% | +4.0% | +34.8% |
| All | +21.0% | +18.3% | +2.7% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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