-8.8%
USAR vs AHR
+5.0%
-13.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.9% |
| 7D | -4.4% | -4.3% | -0.1% | -5.9% |
| 30D | -10.4% | -3.1% | -7.3% | -11.4% |
| 3M | -18.4% | +15.7% | -34.0% | -15.2% |
| 6M | -8.8% | +4.1% | -12.9% | +6.5% |
| All | -8.8% | +5.0% | -13.9% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 6mo: compounded portfolio wealth divided by compounded AHR 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…
6mo analysis · Full analysis span regression · 6 months rolling