-48.0%
USAR vs AFRM
-4.3%
-43.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -2.2% | +13.1% | +12.2% |
| 7D | -14.5% | -7.3% | -7.2% | -10.8% |
| 30D | -37.8% | -9.6% | -28.3% | -33.9% |
| 3M | -52.8% | -11.1% | -41.7% | -49.7% |
| 6M | -71.2% | +3.9% | -75.1% | -72.1% |
| YTD | -30.9% | -8.5% | -22.4% | -31.4% |
| 1Y | -48.0% | +3.3% | -51.3% | -51.8% |
| All | -48.0% | -4.3% | -43.7% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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