+21.0%
USAR vs AEIS
+85.4%
-64.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -2.7% |
| 7D | -4.4% | +6.5% | -10.9% | -8.1% |
| 30D | -10.4% | -9.2% | -1.2% | -6.1% |
| 3M | -18.4% | -8.3% | -10.0% | -16.4% |
| 6M | -8.8% | -6.3% | -2.5% | -9.6% |
| YTD | +43.4% | +36.5% | +6.9% | +5.9% |
| 1Y | +21.0% | +84.8% | -63.8% | -21.8% |
| All | +21.0% | +85.4% | -64.4% | -21.8% |
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