+30.6%
USAR vs URI
+5.1%
+25.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.1% |
| 7D | +2.3% | +2.5% | -0.2% | +1.2% |
| 30D | -8.6% | -12.5% | +3.9% | -3.4% |
| 3M | -20.5% | -6.2% | -14.3% | -18.2% |
| 6M | +1.2% | +25.9% | -24.7% | -9.8% |
| YTD | +48.4% | +26.2% | +22.2% | +20.4% |
| 1Y | +30.6% | +5.5% | +25.1% | +30.1% |
| All | +30.6% | +5.1% | +25.5% | +30.1% |
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