+73.6%
USAR vs FND
-49.6%
+123.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.6% | +4.9% | +1.2% |
| 7D | +2.3% | +0.4% | +1.9% | +2.2% |
| 30D | -8.6% | -23.6% | +14.9% | -4.0% |
| 3M | -20.5% | +4.3% | -24.8% | -21.5% |
| 6M | +1.2% | -20.3% | +21.5% | +3.8% |
| YTD | +48.4% | -21.3% | +69.7% | +51.7% |
| 1Y | +30.6% | -45.4% | +76.0% | +36.2% |
| 3Y | +73.6% | -48.9% | +122.5% | +80.5% |
| All | +73.6% | -49.6% | +123.2% | +80.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling