-49.8%
USAR vs AJG
+19.3%
-69.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +5.5% | -11.3% | -3.1% |
| 7D | -21.8% | +10.7% | -32.5% | -17.5% |
| 30D | -39.9% | +26.9% | -66.8% | -32.7% |
| 3M | -52.5% | +16.6% | -69.1% | -48.7% |
| 6M | -67.9% | +40.1% | -108.1% | -63.5% |
| YTD | -31.1% | +12.4% | -43.5% | -13.3% |
| 1Y | -49.8% | +15.9% | -65.8% | -39.3% |
| All | -49.8% | +19.3% | -69.2% | -39.3% |
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