+74.9%
USAR vs URI
+134.4%
-59.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.8% |
| 7D | -2.1% | -2.0% | -0.1% | -1.7% |
| 30D | +2.6% | -12.9% | +15.6% | +6.1% |
| 3M | -35.0% | -6.7% | -28.3% | -33.8% |
| 6M | -6.9% | +19.0% | -25.9% | -10.9% |
| YTD | +48.0% | +25.5% | +22.4% | +39.4% |
| 1Y | +24.8% | +5.5% | +19.3% | +21.7% |
| 3Y | +73.2% | +111.3% | -38.1% | +58.0% |
| All | +74.9% | +134.4% | -59.6% | +59.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling