-14.5%
USAR vs AMBA
+23.3%
-37.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +5.3% | +1.2% | +5.0% |
| 7D | -1.1% | 0.0% | -1.0% | -0.9% |
| 30D | -30.3% | -8.6% | -21.7% | -28.3% |
| 3M | -54.7% | -29.0% | -25.7% | -50.3% |
| 6M | -67.5% | -19.2% | -48.3% | -66.0% |
| YTD | -26.4% | -13.0% | -13.4% | -24.6% |
| 1Y | -49.5% | -31.3% | -18.3% | -47.2% |
| 3Y | -14.5% | +28.1% | -42.6% | -13.5% |
| All | -14.5% | +23.3% | -37.7% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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