-52.3%
USAR vs FITB
+29.2%
-81.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.4% | -1.7% |
| 7D | +8.8% | +0.8% | +7.9% | +8.2% |
| 30D | -28.5% | +7.3% | -35.8% | -31.6% |
| 3M | -56.2% | -6.3% | -49.9% | -54.5% |
| 6M | -68.4% | +12.6% | -81.0% | -71.9% |
| YTD | -32.2% | +18.0% | -50.2% | -48.9% |
| 1Y | -52.3% | +28.9% | -81.2% | -66.1% |
| All | -52.3% | +29.2% | -81.5% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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