-45.1%
USAR vs FN
-25.5%
-19.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -7.3% | +8.4% | +4.4% |
| 7D | -0.8% | +0.3% | -1.1% | -1.0% |
| 30D | -20.9% | -16.5% | -4.4% | -15.2% |
| 3M | -56.2% | -42.1% | -14.0% | -45.8% |
| 6M | -67.9% | -52.9% | -15.0% | -57.5% |
| YTD | -31.4% | -28.0% | -3.5% | -29.5% |
| 1Y | -45.1% | -18.5% | -26.5% | -50.4% |
| All | -45.1% | -25.5% | -19.6% | -50.4% |
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