+41.2%
USB vs AMC
-99.4%
+140.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.6% | -0.5% |
| 7D | +1.4% | +2.3% | -0.9% | +1.3% |
| 30D | -1.3% | -0.7% | -0.6% | -1.3% |
| 3M | +15.2% | +35.2% | -20.0% | +12.4% |
| 6M | +18.8% | +124.6% | -105.7% | +12.1% |
| YTD | +21.0% | +69.9% | -48.9% | +15.7% |
| 1Y | +34.0% | -2.6% | +36.6% | +31.8% |
| 3Y | +95.3% | -79.8% | +175.1% | +102.4% |
| All | +41.2% | -99.4% | +140.6% | +69.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling