+75.4%
USAR vs LNG
+85.2%
-9.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.5% | +5.8% | -0.2% |
| 7D | +2.3% | -6.2% | +8.5% | +1.7% |
| 30D | -8.6% | +8.0% | -16.6% | -8.0% |
| 3M | -20.5% | +16.9% | -37.4% | -19.8% |
| 6M | +1.2% | +8.7% | -7.5% | +1.5% |
| YTD | +48.4% | +43.0% | +5.4% | +43.5% |
| 1Y | +30.6% | +19.4% | +11.2% | +28.8% |
| 3Y | +73.6% | +74.7% | -1.1% | +71.6% |
| All | +75.4% | +85.2% | -9.8% | +73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling