-49.8%
USAR vs FGI
+38.7%
-88.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -5.0% | -0.9% | -5.6% |
| 7D | -21.8% | +3.3% | -25.1% | -21.9% |
| 30D | -39.9% | -2.0% | -37.9% | -39.9% |
| 3M | -52.5% | +60.3% | -112.8% | -55.8% |
| 6M | -67.9% | +0.7% | -68.7% | -68.9% |
| YTD | -31.1% | +30.2% | -61.3% | -40.5% |
| 1Y | -49.8% | +44.4% | -94.2% | -60.7% |
| All | -49.8% | +38.7% | -88.5% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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