+69.4%
USAR vs AEE
+37.7%
+31.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -2.9% | -3.5% |
| 7D | -4.4% | +1.1% | -5.5% | -4.3% |
| 30D | -10.4% | 0.0% | -10.4% | -10.4% |
| 3M | -18.4% | -0.9% | -17.5% | -18.6% |
| 6M | -8.8% | -2.4% | -6.4% | -8.9% |
| YTD | +43.4% | +8.6% | +34.7% | +42.6% |
| 1Y | +21.0% | +10.2% | +10.8% | +20.6% |
| 3Y | +67.7% | +47.8% | +19.9% | +67.2% |
| All | +69.4% | +37.7% | +31.8% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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