+24.8%
USAR vs FHN
+13.2%
+11.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -2.1% | +1.2% | -3.3% | -3.1% |
| 30D | +2.6% | -4.7% | +7.3% | +6.9% |
| 3M | -35.0% | +3.5% | -38.6% | -38.2% |
| 6M | -6.9% | +7.8% | -14.7% | -13.3% |
| YTD | +48.0% | +5.9% | +42.1% | +38.3% |
| 1Y | +24.8% | +12.5% | +12.3% | +13.4% |
| All | +24.8% | +13.2% | +11.6% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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