-49.8%
USAR vs AG
+29.4%
-79.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +9.1% | -15.0% | -11.2% |
| 7D | -21.8% | -2.6% | -19.2% | -20.9% |
| 30D | -39.9% | -12.1% | -27.8% | -35.3% |
| 3M | -52.5% | -6.6% | -45.9% | -51.4% |
| 6M | -67.9% | -20.5% | -47.5% | -64.2% |
| YTD | -31.1% | -7.4% | -23.7% | -31.8% |
| 1Y | -49.8% | +33.4% | -83.2% | -59.5% |
| All | -49.8% | +29.4% | -79.2% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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