-13.0%
USAR vs RCAT
+275.0%
-288.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +11.4% | -4.9% | +3.8% |
| 7D | -1.1% | +1.1% | -2.2% | -1.5% |
| 30D | -30.3% | -22.0% | -8.2% | -26.0% |
| 3M | -54.7% | -51.1% | -3.5% | -46.7% |
| 6M | -67.5% | -56.6% | -10.9% | -60.9% |
| YTD | -26.4% | -43.3% | +16.9% | -15.2% |
| 1Y | -49.5% | -51.5% | +2.0% | -40.6% |
| 3Y | -14.5% | +411.4% | -425.8% | -1.1% |
| All | -13.0% | +275.0% | -288.0% | +0.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling