+57.7%
USAR vs RVMD
+536.1%
-478.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.1% | -3.9% | -5.9% |
| 7D | -9.3% | -3.6% | -5.8% | -9.2% |
| 30D | -15.2% | -1.1% | -14.1% | -15.1% |
| 3M | -21.1% | +41.0% | -62.1% | -22.0% |
| 6M | -21.6% | +105.7% | -127.3% | -22.8% |
| YTD | +34.8% | +155.3% | -120.5% | +32.4% |
| 1Y | +15.6% | +402.7% | -387.1% | +13.6% |
| All | +57.7% | +536.1% | -478.3% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 3y: compounded portfolio wealth divided by compounded RVMD 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…
3y analysis · Full analysis span regression · 6 months rolling