+24.8%
USAR vs AJG
-12.9%
+37.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.8% |
| 7D | -2.1% | -1.8% | -0.3% | -2.6% |
| 30D | +2.6% | +4.6% | -2.0% | +3.9% |
| 3M | -35.0% | +24.9% | -59.9% | -35.2% |
| 6M | -6.9% | +17.2% | -24.1% | -3.5% |
| YTD | +48.0% | +2.2% | +45.8% | +72.8% |
| 1Y | +24.8% | -11.5% | +36.3% | +92.6% |
| All | +24.8% | -12.9% | +37.7% | +92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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