-49.8%
USAR vs AU
+42.5%
-92.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +8.0% | -13.8% | -10.9% |
| 7D | -21.8% | +0.8% | -22.5% | -22.6% |
| 30D | -39.9% | -7.0% | -33.0% | -37.2% |
| 3M | -52.5% | +8.5% | -61.1% | -55.8% |
| 6M | -67.9% | -1.3% | -66.7% | -68.6% |
| YTD | -31.1% | +6.8% | -37.9% | -37.6% |
| 1Y | -49.8% | +44.6% | -94.4% | -61.3% |
| All | -49.8% | +42.5% | -92.3% | -61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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