+7.1%
USAR vs AU
+72.0%
-64.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.3% |
| 7D | -11.6% | -4.3% | -7.4% | -9.2% |
| 30D | -15.5% | +7.3% | -22.8% | -19.5% |
| 3M | -31.0% | +26.3% | -57.4% | -41.2% |
| 6M | -26.2% | +1.8% | -28.0% | -29.8% |
| YTD | +30.8% | +26.8% | +3.9% | +11.5% |
| 1Y | +7.1% | +66.7% | -59.6% | +1.7% |
| All | +7.1% | +72.0% | -64.9% | +1.7% |
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