-19.7%
USAR vs RBA
+42.3%
-62.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -1.3% | +12.2% | +11.0% |
| 7D | -14.5% | +4.3% | -18.8% | -15.2% |
| 30D | -37.8% | +16.3% | -54.1% | -39.6% |
| 3M | -52.8% | +1.3% | -54.1% | -52.9% |
| 6M | -71.2% | -11.1% | -60.2% | -70.8% |
| YTD | -30.9% | -8.5% | -22.4% | -29.6% |
| 1Y | -48.0% | -2.1% | -45.9% | -47.2% |
| 3Y | -19.7% | +44.6% | -64.3% | -16.8% |
| All | -19.7% | +42.3% | -62.0% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling