+75.4%
USAR vs RGEN
+11.8%
+63.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -25.9% |
| 6M | +1.2% | +40.5% | -39.2% | -6.7% |
| YTD | +48.4% | +2.8% | +45.6% | +44.4% |
| 1Y | +30.6% | +39.6% | -9.0% | +21.2% |
| 3Y | +73.6% | +4.4% | +69.2% | +66.2% |
| All | +75.4% | +11.8% | +63.6% | +67.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling