-48.0%
USAR vs FE
+6.2%
-54.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -0.4% | +11.3% | +10.3% |
| 7D | -14.5% | 0.0% | -14.5% | -14.4% |
| 30D | -37.8% | +5.2% | -43.0% | -33.9% |
| 3M | -52.8% | 0.0% | -52.7% | -53.0% |
| 6M | -71.2% | +5.0% | -76.3% | -68.9% |
| YTD | -30.9% | +7.9% | -38.8% | -28.3% |
| 1Y | -48.0% | +6.3% | -54.3% | -43.9% |
| All | -48.0% | +6.2% | -54.2% | -43.9% |
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