+24.8%
USAR vs RSG
-3.6%
+28.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -1.7% |
| 7D | -2.1% | +0.3% | -2.4% | -1.7% |
| 30D | +2.6% | +7.6% | -5.0% | +11.9% |
| 3M | -35.0% | +7.4% | -42.4% | -28.2% |
| 6M | -6.9% | -3.3% | -3.6% | +6.2% |
| YTD | +48.0% | +6.0% | +42.0% | +66.5% |
| 1Y | +24.8% | -3.7% | +28.5% | +25.0% |
| All | +24.8% | -3.6% | +28.4% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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