-45.1%
USAR vs RRC
+36.3%
-81.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.3% |
| 7D | -0.8% | +6.4% | -7.2% | +0.9% |
| 30D | -20.9% | +23.9% | -44.8% | -13.9% |
| 3M | -56.2% | +30.2% | -86.3% | -51.3% |
| 6M | -67.9% | +26.3% | -94.2% | -64.2% |
| YTD | -31.4% | +48.1% | -79.5% | -22.7% |
| 1Y | -45.1% | +37.7% | -82.7% | -35.8% |
| All | -45.1% | +36.3% | -81.3% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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