-49.2%
USAR vs IWD
+29.9%
-79.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.0% | +4.5% | +0.2% |
| 7D | -1.1% | +1.3% | -2.3% | -5.3% |
| 30D | -30.3% | +3.6% | -33.8% | -38.2% |
| 3M | -54.7% | +2.3% | -57.0% | -58.1% |
| 6M | -67.5% | +13.0% | -80.5% | -79.3% |
| YTD | -26.4% | +26.2% | -52.6% | -68.7% |
| All | -49.2% | +29.9% | -79.1% | -79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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