+73.6%
USAR vs RGEN
-0.1%
+73.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | +2.3% | -0.9% | +3.2% | +2.5% |
| 30D | -8.6% | +2.8% | -11.5% | -9.2% |
| 3M | -20.5% | +34.5% | -55.0% | -26.1% |
| 6M | +1.2% | +40.5% | -39.2% | -7.0% |
| YTD | +48.4% | +2.8% | +45.6% | +44.3% |
| 1Y | +30.6% | +39.6% | -9.0% | +20.8% |
| 3Y | +73.6% | +4.4% | +69.2% | +66.1% |
| All | +73.6% | -0.1% | +73.7% | +66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling