-49.8%
USAR vs AON
+2.1%
-51.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.4% | -10.3% | -2.8% |
| 7D | -21.8% | +9.4% | -31.2% | -16.4% |
| 30D | -39.9% | +27.0% | -66.9% | -28.9% |
| 3M | -52.5% | -3.1% | -49.4% | -54.9% |
| 6M | -67.9% | +10.0% | -77.9% | -65.1% |
| YTD | -31.1% | -1.6% | -29.5% | -24.5% |
| 1Y | -49.8% | +0.9% | -50.7% | -47.9% |
| All | -49.8% | +2.1% | -51.9% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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