-45.1%
USAR vs RJF
+3.6%
-48.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.4% |
| 7D | -0.8% | +3.6% | -4.4% | -3.7% |
| 30D | -20.9% | +7.2% | -28.2% | -26.0% |
| 3M | -56.2% | -6.5% | -49.6% | -53.1% |
| 6M | -67.9% | +10.3% | -78.2% | -72.0% |
| YTD | -31.4% | +6.5% | -37.9% | -42.4% |
| 1Y | -45.1% | +6.1% | -51.2% | -52.7% |
| All | -45.1% | +3.6% | -48.7% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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