+75.4%
USAR vs AU
+441.6%
-366.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.6% |
| 7D | +2.3% | -0.3% | +2.6% | +2.4% |
| 30D | -8.6% | +12.8% | -21.4% | -11.9% |
| 3M | -20.5% | +28.5% | -48.9% | -26.3% |
| 6M | +1.2% | +4.8% | -3.6% | -1.9% |
| YTD | +48.4% | +31.0% | +17.5% | +40.1% |
| 1Y | +30.6% | +81.4% | -50.8% | +20.2% |
| 3Y | +73.6% | +618.4% | -544.8% | +53.7% |
| All | +75.4% | +441.6% | -366.2% | +55.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling