+54.5%
USAR vs UUUU
+109.2%
-54.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.0% | +2.0% | -0.7% |
| 7D | -11.6% | -10.5% | -1.1% | -7.0% |
| 30D | -15.5% | -10.5% | -5.0% | -10.7% |
| 3M | -31.0% | -14.1% | -16.9% | -25.3% |
| 6M | -26.2% | -35.5% | +9.3% | -9.1% |
| YTD | +30.8% | -10.9% | +41.7% | +48.1% |
| 1Y | +7.1% | +3.4% | +3.7% | +25.7% |
| 3Y | +53.0% | +73.1% | -20.1% | +68.4% |
| All | +54.5% | +109.2% | -54.7% | +70.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling