+57.7%
USAR vs LNG
+74.3%
-16.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.7% | -6.7% | -5.9% |
| 7D | -9.3% | -4.5% | -4.9% | -9.7% |
| 30D | -15.2% | +4.7% | -19.9% | -14.8% |
| 3M | -21.1% | +15.1% | -36.3% | -20.3% |
| 6M | -21.6% | +13.6% | -35.1% | -21.6% |
| YTD | +34.8% | +44.0% | -9.2% | +30.1% |
| 1Y | +15.6% | +18.4% | -2.7% | +14.2% |
| All | +57.7% | +74.3% | -16.5% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 3y: compounded portfolio wealth divided by compounded LNG 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…
3y analysis · Full analysis span regression · 6 months rolling