-55.4%
USAR vs BBWI
+1.3%
-56.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.5% | -9.1% | -9.5% |
| 7D | -9.1% | -4.2% | -4.8% | -8.1% |
| 30D | -36.9% | +24.9% | -61.8% | -40.2% |
| 3M | -58.4% | +13.2% | -71.6% | -59.9% |
| 6M | -70.6% | +12.1% | -82.7% | -72.0% |
| YTD | -33.4% | +11.1% | -44.5% | -38.7% |
| All | -55.4% | +1.3% | -56.7% | -58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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