-49.8%
USAR vs BWA
+17.4%
-67.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.5% | -3.3% | -4.0% |
| 7D | -21.8% | -9.9% | -11.9% | -15.7% |
| 30D | -39.9% | -16.4% | -23.6% | -31.6% |
| 3M | -52.5% | -19.8% | -32.7% | -44.3% |
| 6M | -67.9% | -10.0% | -58.0% | -63.5% |
| YTD | -31.1% | +12.7% | -43.8% | -38.0% |
| 1Y | -49.8% | +15.7% | -65.5% | -55.7% |
| All | -49.8% | +17.4% | -67.2% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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