-49.8%
USAR vs FIS
-50.5%
+0.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -23.7% | +17.8% | -10.6% |
| 7D | -21.8% | -18.4% | -3.3% | -23.5% |
| 30D | -39.9% | -11.4% | -28.6% | -39.4% |
| 3M | -52.5% | -32.0% | -20.5% | -56.4% |
| 6M | -67.9% | -35.6% | -32.3% | -69.5% |
| YTD | -31.1% | -53.8% | +22.7% | -36.4% |
| 1Y | -49.8% | -51.1% | +1.2% | -54.9% |
| All | -49.8% | -50.5% | +0.7% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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