+75.4%
USAR vs BWA
+52.4%
+23.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +1.0% |
| 7D | +2.3% | +4.3% | -2.0% | +0.7% |
| 30D | -8.6% | -2.9% | -5.7% | -7.5% |
| 3M | -20.5% | -12.4% | -8.1% | -17.0% |
| 6M | +1.2% | +28.6% | -27.4% | -3.0% |
| YTD | +48.4% | +48.2% | +0.2% | +37.4% |
| 1Y | +30.6% | +50.9% | -20.3% | +20.6% |
| 3Y | +73.6% | +72.2% | +1.5% | +50.9% |
| All | +75.4% | +52.4% | +23.0% | +52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling