+84.9%
EWT vs USAR
+13.1%
+71.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.0% | +4.8% | +2.2% |
| 7D | -1.1% | -11.6% | +10.5% | +0.3% |
| 30D | +4.5% | -15.5% | +19.9% | +6.3% |
| 3M | +8.3% | -31.0% | +39.3% | +11.9% |
| 6M | +54.2% | -26.2% | +80.5% | +57.3% |
| YTD | +74.6% | +30.8% | +43.8% | +74.0% |
| 1Y | +84.9% | +7.1% | +77.8% | +89.5% |
| All | +84.9% | +13.1% | +71.8% | +89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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