+69.4%
USAR vs RMD
+2.2%
+67.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.4% |
| 7D | -4.4% | -4.7% | +0.3% | -4.1% |
| 30D | -10.4% | +0.2% | -10.6% | -10.4% |
| 3M | -18.4% | +12.0% | -30.4% | -19.6% |
| 6M | -8.8% | -12.5% | +3.7% | -6.4% |
| YTD | +43.4% | -7.9% | +51.3% | +45.9% |
| 1Y | +21.0% | -20.4% | +41.4% | +25.6% |
| 3Y | +67.7% | +53.1% | +14.6% | +68.7% |
| All | +69.4% | +2.2% | +67.2% | +70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling