+74.9%
USAR vs AON
-1.7%
+76.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.9% |
| 7D | -2.1% | -9.1% | +7.0% | -5.8% |
| 30D | +2.6% | -10.2% | +12.9% | -1.7% |
| 3M | -35.0% | +0.5% | -35.5% | -34.4% |
| 6M | -6.9% | -4.8% | -2.0% | -6.5% |
| YTD | +48.0% | -8.0% | +56.0% | +49.1% |
| 1Y | +24.8% | -13.1% | +37.9% | +24.3% |
| 3Y | +73.2% | -1.3% | +74.5% | +74.8% |
| All | +74.9% | -1.7% | +76.6% | +76.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling