-49.8%
USAR vs FE
+6.1%
-55.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | 0.0% | -5.8% | -5.9% |
| 7D | -21.8% | +1.7% | -23.4% | -20.1% |
| 30D | -39.9% | +8.1% | -48.0% | -34.0% |
| 3M | -52.5% | -1.3% | -51.2% | -53.7% |
| 6M | -67.9% | +2.9% | -70.8% | -66.0% |
| YTD | -31.1% | +8.6% | -39.6% | -27.2% |
| 1Y | -49.8% | +6.3% | -56.2% | -44.7% |
| All | -49.8% | +6.1% | -55.9% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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