+24.8%
USAR vs URI
+7.3%
+17.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -1.1% |
| 7D | -2.1% | -2.0% | -0.1% | -1.3% |
| 30D | +2.6% | -12.9% | +15.6% | +8.7% |
| 3M | -35.0% | -6.7% | -28.3% | -32.9% |
| 6M | -6.9% | +19.0% | -25.9% | -13.2% |
| YTD | +48.0% | +25.5% | +22.4% | +20.5% |
| 1Y | +24.8% | +5.5% | +19.3% | +22.9% |
| All | +24.8% | +7.3% | +17.5% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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