+59.3%
USAR vs RRX
+8.6%
+50.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.9% | -4.0% | -5.5% |
| 7D | -9.3% | -3.7% | -5.6% | -8.5% |
| 30D | -15.2% | -9.3% | -5.9% | -13.1% |
| 3M | -21.1% | -21.8% | +0.7% | -16.5% |
| 6M | -21.6% | -22.0% | +0.4% | -16.8% |
| YTD | +34.8% | +11.9% | +22.8% | +44.3% |
| 1Y | +15.6% | +11.6% | +4.0% | +23.7% |
| 3Y | +57.7% | +2.2% | +55.5% | +78.1% |
| All | +59.3% | +8.6% | +50.7% | +79.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling