+29.8%
AEM vs USAR
+12.3%
+17.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.0% | +3.1% | -2.0% |
| 7D | -5.0% | -9.3% | +4.3% | -3.7% |
| 30D | +8.5% | -15.2% | +23.6% | +10.8% |
| 3M | +29.3% | -21.1% | +50.4% | +32.4% |
| 6M | -12.9% | -21.6% | +8.6% | -11.5% |
| YTD | +16.8% | +34.8% | -18.0% | +12.9% |
| 1Y | +29.8% | +15.6% | +14.2% | +36.4% |
| All | +29.8% | +12.3% | +17.5% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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