-49.8%
USAR vs RRX
+30.0%
-79.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.6% | -2.2% | -3.4% |
| 7D | -21.8% | +7.6% | -29.4% | -26.1% |
| 30D | -39.9% | +7.5% | -47.4% | -43.1% |
| 3M | -52.5% | -21.0% | -31.5% | -45.5% |
| 6M | -67.9% | -18.1% | -49.9% | -64.1% |
| YTD | -31.1% | +24.3% | -55.4% | -34.8% |
| 1Y | -49.8% | +29.3% | -79.1% | -52.5% |
| All | -49.8% | +30.0% | -79.8% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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