+93.6%
AMZN vs USAR
+74.0%
+19.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -3.0% | -2.1% | -0.9% | -3.0% |
| 30D | -5.2% | +2.6% | -7.8% | -5.2% |
| 3M | +1.9% | -35.0% | +36.9% | +1.9% |
| 6M | +19.2% | -6.9% | +26.1% | +19.1% |
| YTD | +12.0% | +48.0% | -36.0% | +12.3% |
| 1Y | +9.7% | +24.8% | -15.1% | +10.2% |
| 3Y | +87.2% | +73.2% | +13.9% | +74.3% |
| All | +93.6% | +74.0% | +19.5% | +79.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling