-53.5%
USAR vs FN
-19.6%
-33.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.9% | -1.5% | +1.6% |
| 7D | +0.8% | +8.0% | -7.2% | -2.8% |
| 30D | -30.1% | -19.1% | -10.9% | -23.7% |
| 3M | -56.3% | -29.8% | -26.5% | -50.4% |
| 6M | -68.6% | -43.2% | -25.4% | -61.3% |
| YTD | -30.5% | -18.9% | -11.6% | -33.4% |
| 1Y | -53.5% | -17.9% | -35.6% | -56.6% |
| All | -53.5% | -19.6% | -33.9% | -56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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