-53.5%
USAR vs URI
+36.3%
-89.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.2% | +0.2% | +2.4% |
| 7D | +0.8% | +2.6% | -1.8% | -0.2% |
| 30D | -30.1% | +9.1% | -39.1% | -32.0% |
| 3M | -56.3% | +1.0% | -57.3% | -56.4% |
| 6M | -68.6% | +23.3% | -91.9% | -70.5% |
| YTD | -30.5% | +43.3% | -73.9% | -48.7% |
| 1Y | -53.5% | +35.9% | -89.4% | -63.2% |
| All | -53.5% | +36.3% | -89.8% | -63.2% |
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