+69.4%
USAR vs FND
-57.0%
+126.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.3% |
| 7D | -4.4% | -0.8% | -3.7% | -4.3% |
| 30D | -10.4% | -19.6% | +9.2% | -6.8% |
| 3M | -18.4% | -4.3% | -14.0% | -18.0% |
| 6M | -8.8% | -20.4% | +11.6% | -6.5% |
| YTD | +43.4% | -21.9% | +65.2% | +46.6% |
| 1Y | +21.0% | -45.2% | +66.2% | +26.2% |
| 3Y | +67.7% | -49.2% | +117.0% | +74.7% |
| All | +69.4% | -57.0% | +126.4% | +76.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling