+15.6%
USAR vs IAG
+94.1%
-78.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.2% | -3.8% | -4.6% |
| 7D | -9.3% | -4.1% | -5.3% | -7.0% |
| 30D | -15.2% | +10.6% | -25.8% | -21.0% |
| 3M | -21.1% | +35.4% | -56.5% | -36.1% |
| 6M | -21.6% | -9.5% | -12.0% | -19.9% |
| YTD | +34.8% | +21.8% | +13.0% | +15.0% |
| 1Y | +15.6% | +84.1% | -68.5% | +6.3% |
| All | +15.6% | +94.1% | -78.5% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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