-54.0%
USAR vs FE
+6.0%
-60.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.6% |
| 7D | -9.1% | -0.5% | -8.5% | -9.6% |
| 30D | -36.9% | +4.3% | -41.3% | -33.4% |
| 3M | -58.4% | +0.4% | -58.8% | -58.3% |
| 6M | -70.6% | +6.9% | -77.6% | -67.5% |
| YTD | -33.4% | +8.0% | -41.5% | -29.4% |
| 1Y | -54.0% | +4.8% | -58.9% | -48.6% |
| All | -54.0% | +6.0% | -60.1% | -48.6% |
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