-45.1%
USAR vs XRT
+12.7%
-57.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.7% |
| 7D | -0.8% | +1.7% | -2.5% | -2.3% |
| 30D | -20.9% | +7.5% | -28.4% | -27.8% |
| 3M | -56.2% | +2.2% | -58.3% | -57.4% |
| 6M | -67.9% | +14.7% | -82.6% | -74.5% |
| YTD | -31.4% | +7.5% | -38.9% | -42.4% |
| 1Y | -45.1% | +14.1% | -59.2% | -54.2% |
| All | -45.1% | +12.7% | -57.7% | -54.2% |
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