+54.5%
USAR vs UVXY
-95.9%
+150.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UVXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.8% | +3.8% | -3.8% |
| 7D | -11.6% | +2.8% | -14.4% | -11.3% |
| 30D | -15.5% | -11.4% | -4.1% | -16.4% |
| 3M | -31.0% | -41.5% | +10.5% | -34.2% |
| 6M | -26.2% | -61.0% | +34.8% | -31.0% |
| YTD | +30.8% | -49.8% | +80.6% | +25.3% |
| 1Y | +7.1% | -66.4% | +73.5% | +0.8% |
| 3Y | +53.0% | -94.8% | +147.8% | +42.6% |
| All | +54.5% | -95.9% | +150.4% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UVXY.
Daily Out/Under-Performance
Portfolio return minus UVXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UVXY 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 UVXY 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