+75.4%
USAR vs RSG
+53.1%
+22.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | -0.1% |
| 7D | +2.3% | -0.7% | +3.1% | +1.8% |
| 30D | -8.6% | +3.3% | -11.9% | -6.4% |
| 3M | -20.5% | +8.5% | -29.0% | -15.1% |
| 6M | +1.2% | -3.5% | +4.7% | +5.5% |
| YTD | +48.4% | +5.5% | +42.9% | +58.7% |
| 1Y | +30.6% | -1.7% | +32.4% | +35.4% |
| 3Y | +73.6% | +56.9% | +16.8% | +78.9% |
| All | +75.4% | +53.1% | +22.3% | +80.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling