+64.2%
USB vs AMIX
-99.9%
+164.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.7% | -0.2% |
| 7D | +1.4% | -13.7% | +15.2% | +1.5% |
| 30D | -1.3% | -62.1% | +60.8% | -1.1% |
| 3M | +15.2% | -46.2% | +61.4% | +15.3% |
| 6M | +18.8% | -46.4% | +65.3% | +18.7% |
| YTD | +21.0% | -60.3% | +81.3% | +21.2% |
| 1Y | +34.0% | -79.7% | +113.7% | +34.8% |
| All | +64.2% | -99.9% | +164.1% | +65.3% |
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