+99.9%
AMZN vs USAR
-13.4%
+113.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.5% | -3.6% | +2.9% |
| 7D | +8.7% | -1.1% | +9.7% | +8.7% |
| 30D | +1.7% | -30.3% | +32.0% | +2.1% |
| 3M | -2.8% | -54.7% | +51.9% | -2.1% |
| 6M | -2.1% | -67.5% | +65.4% | -1.4% |
| YTD | +15.6% | -26.4% | +42.0% | +16.8% |
| 1Y | +9.2% | -49.5% | +58.8% | +10.1% |
| 3Y | +89.9% | -14.5% | +104.3% | +76.8% |
| All | +99.9% | -13.4% | +113.3% | +86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 5y: compounded portfolio wealth divided by compounded USAR 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…
5y analysis · Full analysis span regression · 6 months rolling