-52.3%
USAR vs FTV
+31.4%
-83.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.3% |
| 7D | +8.8% | +3.7% | +5.0% | +8.0% |
| 30D | -28.5% | +16.8% | -45.3% | -30.2% |
| 3M | -56.2% | +10.4% | -66.6% | -57.0% |
| 6M | -68.4% | +12.8% | -81.2% | -69.0% |
| YTD | -32.2% | +23.3% | -55.5% | -33.2% |
| 1Y | -52.3% | +31.0% | -83.3% | -52.8% |
| All | -52.3% | +31.4% | -83.7% | -52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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