-49.8%
USAR vs RMD
-1.9%
-48.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +5.9% | -11.8% | -5.2% |
| 7D | -21.8% | -3.9% | -17.9% | -21.7% |
| 30D | -39.9% | +7.9% | -47.8% | -38.7% |
| 3M | -52.5% | +8.1% | -60.6% | -51.4% |
| 6M | -67.9% | +15.5% | -83.5% | -65.4% |
| YTD | -31.1% | +0.7% | -31.8% | -22.8% |
| 1Y | -49.8% | -1.4% | -48.5% | -43.9% |
| All | -49.8% | -1.9% | -48.0% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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