+73.6%
USAR vs AEIS
+175.1%
-101.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | -0.8% |
| 7D | +2.3% | +8.1% | -5.8% | -0.7% |
| 30D | -8.6% | -11.1% | +2.5% | -5.0% |
| 3M | -20.5% | -5.6% | -14.8% | -19.3% |
| 6M | +1.2% | -0.6% | +1.8% | +1.8% |
| YTD | +48.4% | +38.0% | +10.4% | +37.1% |
| 1Y | +30.6% | +87.2% | -56.6% | +15.7% |
| All | +73.6% | +175.1% | -101.4% | +53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling