+15.6%
USAR vs FHN
+11.4%
+4.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.7% | -6.7% | -6.6% |
| 7D | -9.3% | -0.8% | -8.5% | -8.7% |
| 30D | -15.2% | -2.6% | -12.5% | -13.2% |
| 3M | -21.1% | +0.8% | -21.9% | -22.9% |
| 6M | -21.6% | +9.2% | -30.8% | -27.6% |
| YTD | +34.8% | +5.1% | +29.7% | +26.8% |
| 1Y | +15.6% | +12.2% | +3.4% | +7.3% |
| All | +15.6% | +11.4% | +4.3% | +7.3% |
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