+75.4%
USAR vs RCAT
+624.6%
-549.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.9% | -3.6% | -0.6% |
| 7D | +2.3% | +5.4% | -3.1% | +1.1% |
| 30D | -8.6% | -5.6% | -3.0% | -7.5% |
| 3M | -20.5% | -30.2% | +9.7% | -14.3% |
| 6M | +1.2% | -43.4% | +44.6% | +12.0% |
| YTD | +48.4% | +9.6% | +38.8% | +47.2% |
| 1Y | +30.6% | -2.0% | +32.6% | +33.5% |
| 3Y | +73.6% | +825.0% | -751.4% | +72.8% |
| All | +75.4% | +624.6% | -549.2% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 5y: compounded portfolio wealth divided by compounded RCAT 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…
5y analysis · Full analysis span regression · 6 months rolling