+15.6%
USAR vs RBA
-30.1%
+45.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.0% | -5.0% | -5.5% |
| 7D | -9.3% | -3.3% | -6.0% | -7.8% |
| 30D | -15.2% | -9.8% | -5.4% | -10.7% |
| 3M | -21.1% | -23.5% | +2.4% | -12.9% |
| 6M | -21.6% | -21.5% | 0.0% | -15.6% |
| YTD | +34.8% | -21.2% | +56.0% | +40.4% |
| 1Y | +15.6% | -30.2% | +45.8% | +47.0% |
| All | +15.6% | -30.1% | +45.8% | +47.0% |
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