-49.8%
USAR vs AEIS
+6.2%
-56.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -11.1% | +5.3% | +0.5% |
| 7D | -21.8% | -12.7% | -9.1% | -15.7% |
| 30D | -39.9% | -28.8% | -11.1% | -27.4% |
| 3M | -52.5% | -38.0% | -14.5% | -38.9% |
| 6M | -67.9% | -45.3% | -22.6% | -57.1% |
| YTD | -31.1% | +1.1% | -32.2% | -41.3% |
| 1Y | -49.8% | +8.6% | -58.5% | -58.9% |
| All | -49.8% | +6.2% | -56.1% | -58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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