+69.4%
USAR vs UUUU
+135.1%
-65.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.2% |
| 7D | -4.4% | +1.8% | -6.2% | -5.2% |
| 30D | -10.4% | +1.8% | -12.2% | -10.9% |
| 3M | -18.4% | +1.3% | -19.6% | -17.8% |
| 6M | -8.8% | -26.8% | +18.0% | +6.1% |
| YTD | +43.4% | +0.1% | +43.3% | +53.8% |
| 1Y | +21.0% | +11.2% | +9.8% | +35.1% |
| 3Y | +67.7% | +97.7% | -29.9% | +75.0% |
| All | +69.4% | +135.1% | -65.6% | +77.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling