+74.9%
USAR vs FND
-54.6%
+129.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.8% |
| 7D | -2.1% | -5.2% | +3.1% | -1.2% |
| 30D | +2.6% | -19.9% | +22.5% | +6.8% |
| 3M | -35.0% | +2.7% | -37.7% | -35.5% |
| 6M | -6.9% | -21.7% | +14.8% | -4.8% |
| YTD | +48.0% | -17.5% | +65.5% | +49.9% |
| 1Y | +24.8% | -39.3% | +64.1% | +28.6% |
| 3Y | +73.2% | -49.8% | +123.0% | +78.6% |
| All | +74.9% | -54.6% | +129.4% | +80.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling