-45.1%
USAR vs AMC
+33.2%
-78.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +1.8% |
| 7D | -0.8% | +3.5% | -4.3% | -1.8% |
| 30D | -20.9% | +12.5% | -33.4% | -23.3% |
| 3M | -56.2% | +23.6% | -79.7% | -58.7% |
| 6M | -67.9% | +144.4% | -212.3% | -77.6% |
| YTD | -31.4% | +108.3% | -139.8% | -48.1% |
| 1Y | -45.1% | +38.9% | -83.9% | -33.1% |
| All | -45.1% | +33.2% | -78.2% | -33.1% |
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