+54.5%
USAR vs FND
-57.2%
+111.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.2% |
| 7D | -11.6% | -5.8% | -5.9% | -10.7% |
| 30D | -15.5% | -20.2% | +4.7% | -11.9% |
| 3M | -31.0% | -12.0% | -19.1% | -29.6% |
| 6M | -26.2% | -18.5% | -7.7% | -24.5% |
| YTD | +30.8% | -22.3% | +53.0% | +33.9% |
| 1Y | +7.1% | -47.6% | +54.7% | +12.0% |
| 3Y | +53.0% | -49.8% | +102.8% | +59.5% |
| All | +54.5% | -57.2% | +111.7% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling