-20.8%
USAR vs AMIX
-100.0%
+79.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | 0.0% | +10.8% | +10.8% |
| 7D | -14.5% | -16.0% | +1.5% | -14.3% |
| 30D | -37.8% | -55.4% | +17.6% | -37.2% |
| 3M | -52.8% | -87.5% | +34.8% | -51.7% |
| 6M | -71.2% | -81.2% | +10.0% | -71.8% |
| YTD | -30.9% | -86.8% | +56.0% | -32.8% |
| 1Y | -48.0% | -91.6% | +43.6% | -49.8% |
| All | -20.8% | -100.0% | +79.2% | -24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling