+7.1%
USAR vs AGI
+9.2%
-2.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.4% |
| 7D | -11.6% | -2.7% | -8.9% | -10.3% |
| 30D | -15.5% | +7.2% | -22.7% | -18.9% |
| 3M | -31.0% | +4.3% | -35.3% | -33.7% |
| 6M | -26.2% | -27.1% | +0.9% | -14.5% |
| YTD | +30.8% | -6.6% | +37.4% | +33.1% |
| 1Y | +7.1% | +9.5% | -2.4% | +21.0% |
| All | +7.1% | +9.2% | -2.1% | +21.0% |
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