+7.1%
USAR vs CRBG
+7.7%
-0.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.4% | -4.4% | -3.9% |
| 7D | -11.6% | +0.6% | -12.2% | -12.1% |
| 30D | -15.5% | +2.6% | -18.1% | -17.0% |
| 3M | -31.0% | +24.0% | -55.0% | -41.6% |
| 6M | -26.2% | +50.5% | -76.7% | -45.0% |
| YTD | +30.8% | +17.1% | +13.6% | +13.5% |
| 1Y | +7.1% | +5.9% | +1.2% | +12.6% |
| All | +7.1% | +7.7% | -0.6% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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