-45.1%
USAR vs FTI
+54.7%
-99.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -0.9% | +0.1% |
| 7D | -0.8% | +4.3% | -5.1% | -2.8% |
| 30D | -20.9% | -4.7% | -16.3% | -19.5% |
| 3M | -56.2% | -13.5% | -42.6% | -53.3% |
| 6M | -67.9% | -8.7% | -59.2% | -66.9% |
| YTD | -31.4% | +49.0% | -80.4% | -61.1% |
| 1Y | -45.1% | +54.0% | -99.1% | -69.4% |
| All | -45.1% | +54.7% | -99.7% | -69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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