-49.8%
USAR vs AMIX
-92.3%
+42.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.0% | -2.8% | -5.8% |
| 7D | -21.8% | -25.1% | +3.4% | -21.2% |
| 30D | -39.9% | -54.5% | +14.6% | -38.8% |
| 3M | -52.5% | -91.7% | +39.2% | -50.1% |
| 6M | -67.9% | -79.4% | +11.5% | -66.8% |
| YTD | -31.1% | -86.1% | +55.0% | -28.0% |
| 1Y | -49.8% | -91.6% | +41.7% | -46.8% |
| All | -49.8% | -92.3% | +42.5% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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