+53.0%
USAR vs FWONK
+44.6%
+8.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.1% | -3.0% |
| 7D | -11.6% | +0.1% | -11.7% | -11.6% |
| 30D | -15.5% | -7.7% | -7.7% | -15.9% |
| 3M | -31.0% | +5.7% | -36.7% | -30.8% |
| 6M | -26.2% | +13.5% | -39.7% | -25.6% |
| YTD | +30.8% | -3.0% | +33.7% | +30.4% |
| 1Y | +7.1% | -6.4% | +13.5% | +6.1% |
| 3Y | +53.0% | +43.8% | +9.2% | +53.4% |
| All | +53.0% | +44.6% | +8.4% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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