+54.5%
USAR vs AU
+424.5%
-370.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.1% |
| 7D | -11.6% | -4.3% | -7.4% | -10.5% |
| 30D | -15.5% | +7.3% | -22.8% | -17.3% |
| 3M | -31.0% | +26.3% | -57.4% | -35.7% |
| 6M | -26.2% | +1.8% | -28.0% | -27.8% |
| YTD | +30.8% | +26.8% | +3.9% | +24.7% |
| 1Y | +7.1% | +66.7% | -59.6% | -0.1% |
| 3Y | +53.0% | +579.1% | -526.1% | +36.7% |
| All | +54.5% | +424.5% | -370.0% | +38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling