-19.9%
USAR vs URI
+164.9%
-184.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.3% | -2.1% |
| 7D | +8.8% | +9.3% | -0.6% | +6.2% |
| 30D | -28.5% | +7.6% | -36.1% | -29.5% |
| 3M | -56.2% | +1.0% | -57.2% | -56.2% |
| 6M | -68.4% | +19.8% | -88.3% | -69.6% |
| YTD | -32.2% | +41.9% | -74.0% | -37.8% |
| 1Y | -52.3% | +33.4% | -85.7% | -55.6% |
| 3Y | -21.2% | +156.0% | -177.2% | -30.0% |
| All | -19.9% | +164.9% | -184.8% | -28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling