+15.6%
USAR vs RGEN
+39.1%
-23.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.2% | -5.8% | -5.9% |
| 7D | -9.3% | -2.9% | -6.4% | -8.3% |
| 30D | -15.2% | -0.1% | -15.1% | -15.2% |
| 3M | -21.1% | +25.9% | -47.0% | -28.9% |
| 6M | -21.6% | +35.2% | -56.8% | -32.9% |
| YTD | +34.8% | +0.5% | +34.3% | +26.3% |
| 1Y | +15.6% | +37.0% | -21.3% | +12.6% |
| All | +15.6% | +39.1% | -23.4% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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