+24.8%
USAR vs AMC
-2.6%
+27.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.3% | -4.8% | -1.5% |
| 7D | -2.1% | +2.3% | -4.4% | -2.7% |
| 30D | +2.6% | -0.7% | +3.4% | +2.5% |
| 3M | -35.0% | +35.2% | -70.2% | -43.0% |
| 6M | -6.9% | +124.6% | -131.5% | -32.4% |
| YTD | +48.0% | +69.9% | -21.9% | +17.2% |
| 1Y | +24.8% | -2.6% | +27.4% | +21.1% |
| All | +24.8% | -2.6% | +27.4% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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