-49.8%
USAR vs AGI
-1.1%
-48.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +10.8% | -16.6% | -12.6% |
| 7D | -21.8% | -5.3% | -16.5% | -19.7% |
| 30D | -39.9% | -7.1% | -32.8% | -37.2% |
| 3M | -52.5% | +4.4% | -57.0% | -54.4% |
| 6M | -67.9% | -23.0% | -44.9% | -62.6% |
| YTD | -31.1% | -22.0% | -9.1% | -27.7% |
| 1Y | -49.8% | +0.3% | -50.1% | -59.4% |
| All | -49.8% | -1.1% | -48.7% | -59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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