+21.0%
USAR vs FITB
+23.4%
-2.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.0% |
| 7D | -4.4% | -0.4% | -4.0% | -4.2% |
| 30D | -10.4% | -5.1% | -5.3% | -7.0% |
| 3M | -18.4% | +3.5% | -21.9% | -22.1% |
| 6M | -8.8% | +17.2% | -26.0% | -21.5% |
| YTD | +43.4% | +17.6% | +25.7% | +12.2% |
| 1Y | +21.0% | +23.4% | -2.4% | -10.0% |
| All | +21.0% | +23.4% | -2.4% | -10.0% |
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