+24.8%
USAR vs UUUU
+27.9%
-3.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.1% |
| 7D | -2.1% | -1.4% | -0.7% | -1.0% |
| 30D | +2.6% | +16.3% | -13.7% | -9.2% |
| 3M | -35.0% | -16.7% | -18.3% | -23.8% |
| 6M | -6.9% | -33.7% | +26.8% | +28.7% |
| YTD | +48.0% | -0.5% | +48.5% | +43.8% |
| 1Y | +24.8% | +28.9% | -4.0% | +30.8% |
| All | +24.8% | +27.9% | -3.1% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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