+73.6%
USAR vs RMD
+52.4%
+21.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +0.6% |
| 7D | +2.3% | -4.5% | +6.8% | +2.7% |
| 30D | -8.6% | +4.6% | -13.2% | -9.0% |
| 3M | -20.5% | +14.8% | -35.3% | -22.1% |
| 6M | +1.2% | -12.1% | +13.3% | +4.3% |
| YTD | +48.4% | -7.5% | +55.9% | +51.5% |
| 1Y | +30.6% | -20.1% | +50.7% | +36.5% |
| 3Y | +73.6% | +53.9% | +19.8% | +74.3% |
| All | +73.6% | +52.4% | +21.3% | +74.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling