-49.8%
USAR vs AMC
+38.0%
-87.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +7.3% | -13.2% | -7.6% |
| 7D | -21.8% | +17.7% | -39.5% | -25.0% |
| 30D | -39.9% | +26.2% | -66.1% | -43.2% |
| 3M | -52.5% | +31.3% | -83.9% | -55.9% |
| 6M | -67.9% | +142.8% | -210.7% | -76.7% |
| YTD | -31.1% | +125.6% | -156.7% | -48.7% |
| 1Y | -49.8% | +40.2% | -90.1% | -50.1% |
| All | -49.8% | +38.0% | -87.9% | -50.1% |
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