+59.3%
USAR vs RSG
+52.7%
+6.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.6% | -5.4% | -6.4% |
| 7D | -9.3% | -1.8% | -7.5% | -10.5% |
| 30D | -15.2% | +2.8% | -18.0% | -13.4% |
| 3M | -21.1% | +4.3% | -25.4% | -17.6% |
| 6M | -21.6% | -0.5% | -21.0% | -17.7% |
| YTD | +34.8% | +5.2% | +29.6% | +43.9% |
| 1Y | +15.6% | -2.1% | +17.8% | +19.5% |
| 3Y | +57.7% | +56.5% | +1.2% | +62.2% |
| All | +59.3% | +52.7% | +6.6% | +63.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling