-49.8%
USAR vs RY
+46.4%
-96.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +3.0% | -8.9% | -12.0% |
| 7D | -21.8% | +2.5% | -24.2% | -25.9% |
| 30D | -39.9% | +8.4% | -48.4% | -49.7% |
| 3M | -52.5% | +1.2% | -53.8% | -53.8% |
| 6M | -67.9% | +19.4% | -87.3% | -80.2% |
| YTD | -31.1% | +25.4% | -56.5% | -63.1% |
| 1Y | -49.8% | +46.7% | -96.5% | -87.3% |
| All | -49.8% | +46.4% | -96.2% | -87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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