+74.9%
USAR vs RMD
+6.1%
+68.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -2.1% | -5.0% | +2.9% | -1.7% |
| 30D | +2.6% | +2.2% | +0.4% | +2.4% |
| 3M | -35.0% | +17.8% | -52.9% | -36.3% |
| 6M | -6.9% | -11.3% | +4.5% | -4.4% |
| YTD | +48.0% | -4.4% | +52.4% | +50.2% |
| 1Y | +24.8% | -15.7% | +40.5% | +29.0% |
| 3Y | +73.2% | +47.7% | +25.5% | +73.7% |
| All | +74.9% | +6.1% | +68.8% | +75.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling