+87.7%
USIO vs SPY
+19.4%
+68.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.2% | +0.1% |
| 7D | -2.5% | +0.5% | -3.0% | -3.0% |
| 30D | +18.1% | -0.9% | +19.0% | +19.2% |
| 3M | +83.9% | +3.9% | +80.0% | +77.9% |
| 6M | +104.5% | +14.5% | +90.0% | +84.1% |
| YTD | +101.5% | +12.9% | +88.5% | +82.6% |
| 1Y | +87.7% | +19.4% | +68.3% | +57.4% |
| All | +87.7% | +19.4% | +68.3% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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