+7.1%
USAR vs BWA
+55.6%
-48.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.5% | -3.9% |
| 7D | -11.6% | -1.3% | -10.3% | -11.0% |
| 30D | -15.5% | -2.9% | -12.5% | -13.9% |
| 3M | -31.0% | -10.7% | -20.3% | -27.1% |
| 6M | -26.2% | +26.5% | -52.7% | -30.2% |
| YTD | +30.8% | +49.1% | -18.3% | +18.3% |
| 1Y | +7.1% | +52.1% | -45.0% | +3.1% |
| All | +7.1% | +55.6% | -48.5% | +3.1% |
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