+21.0%
USAR vs CDW
-13.5%
+34.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.2% |
| 7D | -4.4% | -4.2% | -0.2% | -4.0% |
| 30D | -10.4% | +4.9% | -15.3% | -11.0% |
| 3M | -18.4% | +7.3% | -25.7% | -19.2% |
| 6M | -8.8% | +19.2% | -28.0% | -9.9% |
| YTD | +43.4% | +6.2% | +37.2% | +45.1% |
| 1Y | +21.0% | -14.0% | +35.0% | +24.1% |
| All | +21.0% | -13.5% | +34.5% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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