+74.9%
USAR vs XRT
+39.4%
+35.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -0.7% |
| 7D | -2.1% | +0.8% | -2.9% | -2.3% |
| 30D | +2.6% | -4.2% | +6.8% | +3.8% |
| 3M | -35.0% | +5.1% | -40.1% | -36.0% |
| 6M | -6.9% | +2.4% | -9.3% | -8.0% |
| YTD | +48.0% | +3.2% | +44.8% | +46.0% |
| 1Y | +24.8% | +1.5% | +23.3% | +22.4% |
| 3Y | +73.2% | +40.6% | +32.7% | +76.6% |
| All | +74.9% | +39.4% | +35.4% | +78.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling