+59.7%
USB vs AMIX
-99.9%
+159.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.0% | +4.9% | +1.9% |
| 7D | +2.4% | -25.1% | +27.5% | +2.5% |
| 30D | +6.6% | -54.5% | +61.1% | +6.8% |
| 3M | -4.1% | -91.7% | +87.7% | -3.6% |
| 6M | +12.5% | -79.4% | +91.9% | +12.6% |
| YTD | +17.6% | -86.1% | +103.7% | +18.1% |
| 1Y | +36.5% | -91.6% | +128.1% | +37.3% |
| All | +59.7% | -99.9% | +159.6% | +61.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling