+75.4%
USAR vs RRX
+13.6%
+61.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | +0.2% |
| 7D | +2.3% | +4.3% | -2.0% | +1.3% |
| 30D | -8.6% | -8.0% | -0.6% | -6.8% |
| 3M | -20.5% | -22.0% | +1.5% | -16.1% |
| 6M | +1.2% | -11.9% | +13.1% | +6.2% |
| YTD | +48.4% | +17.1% | +31.3% | +57.2% |
| 1Y | +30.6% | +14.9% | +15.7% | +38.0% |
| 3Y | +73.6% | +6.9% | +66.8% | +93.9% |
| All | +75.4% | +13.6% | +61.8% | +95.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling