+15.6%
USAR vs AG
+119.5%
-103.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.9% | -1.1% | -3.6% |
| 7D | -9.3% | -5.8% | -3.5% | -6.7% |
| 30D | -15.2% | +6.4% | -21.5% | -18.2% |
| 3M | -21.1% | +28.4% | -49.5% | -31.1% |
| 6M | -21.6% | -24.5% | +2.9% | -14.3% |
| YTD | +34.8% | +21.2% | +13.6% | +25.4% |
| 1Y | +15.6% | +114.1% | -98.5% | +29.6% |
| All | +15.6% | +119.5% | -103.8% | +29.6% |
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