-45.7%
USAR vs AEIS
+9.0%
-54.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.1% | -1.6% |
| 7D | +8.8% | +23.2% | -14.5% | -4.1% |
| 30D | -28.5% | -17.0% | -11.5% | -21.0% |
| 3M | -56.2% | -32.2% | -24.0% | -46.2% |
| 6M | -68.4% | -32.6% | -35.9% | -62.0% |
| YTD | -32.2% | +9.4% | -41.6% | -52.3% |
| All | -45.7% | +9.0% | -54.7% | -63.6% |
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