-20.3%
USAR vs AGI
+127.5%
-147.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.3% |
| 7D | -0.8% | -10.1% | +9.3% | +2.9% |
| 30D | -20.9% | -6.5% | -14.4% | -19.2% |
| 3M | -56.2% | -12.8% | -43.3% | -54.1% |
| 6M | -67.9% | -34.3% | -33.6% | -63.8% |
| YTD | -31.4% | -25.6% | -5.8% | -24.1% |
| 1Y | -45.1% | -14.2% | -30.8% | -39.5% |
| 3Y | -20.3% | +127.3% | -147.6% | -11.2% |
| All | -20.3% | +127.5% | -147.8% | -11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling