+75.4%
USAR vs RVMD
+677.6%
-602.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.3% |
| 7D | +2.3% | -1.2% | +3.5% | +2.4% |
| 30D | -8.6% | +1.1% | -9.7% | -8.7% |
| 3M | -20.5% | +39.6% | -60.1% | -21.3% |
| 6M | +1.2% | +110.7% | -109.5% | -0.4% |
| YTD | +48.4% | +160.3% | -111.9% | +45.8% |
| 1Y | +30.6% | +404.9% | -374.3% | +28.4% |
| 3Y | +73.6% | +545.5% | -471.8% | +71.9% |
| All | +75.4% | +677.6% | -602.3% | +73.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling