+75.4%
USAR vs XRT
+36.4%
+38.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.4% | +0.9% |
| 7D | +2.3% | -0.3% | +2.6% | +2.4% |
| 30D | -8.6% | -5.6% | -3.0% | -7.2% |
| 3M | -20.5% | +2.5% | -23.0% | -21.2% |
| 6M | +1.2% | +3.7% | -2.5% | +0.3% |
| YTD | +48.4% | +1.0% | +47.4% | +47.3% |
| 1Y | +30.6% | -1.2% | +31.8% | +28.8% |
| 3Y | +73.6% | +43.4% | +30.3% | +78.1% |
| All | +75.4% | +36.4% | +38.9% | +80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling