-54.0%
USAR vs XRT
+15.8%
-69.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.4% | -9.2% | -9.2% |
| 7D | -9.1% | +4.1% | -13.2% | -13.1% |
| 30D | -36.9% | +9.9% | -46.9% | -44.0% |
| 3M | -58.4% | +2.3% | -60.7% | -59.5% |
| 6M | -70.6% | +9.6% | -80.2% | -74.8% |
| YTD | -33.4% | +9.1% | -42.6% | -45.4% |
| 1Y | -54.0% | +16.2% | -70.3% | -62.6% |
| All | -54.0% | +15.8% | -69.8% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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