-49.8%
USAR vs RBA
-2.0%
-47.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.1% | -7.9% | -6.5% |
| 7D | -21.8% | +12.7% | -34.4% | -25.3% |
| 30D | -39.9% | +15.5% | -55.5% | -43.3% |
| 3M | -52.5% | -14.0% | -38.5% | -49.0% |
| 6M | -67.9% | -8.8% | -59.1% | -67.5% |
| YTD | -31.1% | -6.9% | -24.2% | -36.6% |
| 1Y | -49.8% | -3.0% | -46.8% | -55.0% |
| All | -49.8% | -2.0% | -47.8% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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