+74.9%
USAR vs AEIS
+142.4%
-67.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -1.3% |
| 7D | -2.1% | +3.0% | -5.1% | -3.2% |
| 30D | +2.6% | -14.6% | +17.3% | +8.2% |
| 3M | -35.0% | -12.4% | -22.6% | -32.2% |
| 6M | -6.9% | -15.0% | +8.1% | -2.5% |
| YTD | +48.0% | +34.3% | +13.7% | +38.7% |
| 1Y | +24.8% | +87.4% | -62.6% | +12.1% |
| 3Y | +73.2% | +139.8% | -66.5% | +55.6% |
| All | +74.9% | +142.4% | -67.6% | +57.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling