+10.4%
USAR vs UUUU
+9.0%
+1.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -6.3% | +0.3% | -0.7% |
| 7D | -9.3% | -5.0% | -4.3% | -5.3% |
| 30D | -15.2% | -7.8% | -7.4% | -9.1% |
| 3M | -21.1% | -0.4% | -20.7% | -19.9% |
| 6M | -21.6% | -32.9% | +11.3% | +8.3% |
| YTD | +34.8% | -6.3% | +41.0% | +36.7% |
| All | +10.4% | +9.0% | +1.4% | +23.1% |
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