+74.9%
USAR vs RBA
+41.2%
+33.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | -2.1% | -2.9% | +0.8% | -1.6% |
| 30D | +2.6% | -12.3% | +14.9% | +5.0% |
| 3M | -35.0% | -20.5% | -14.5% | -32.9% |
| 6M | -6.9% | -18.5% | +11.7% | -4.4% |
| YTD | +48.0% | -18.2% | +66.2% | +53.4% |
| 1Y | +24.8% | -27.5% | +52.3% | +28.6% |
| 3Y | +73.2% | +38.1% | +35.2% | +82.4% |
| All | +74.9% | +41.2% | +33.6% | +84.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling