-49.8%
USAR vs SW
+29.5%
-79.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.1% | -9.9% | -7.5% |
| 7D | -21.8% | +12.1% | -33.8% | -25.5% |
| 30D | -39.9% | +6.6% | -46.5% | -41.6% |
| 3M | -52.5% | -6.0% | -46.5% | -51.4% |
| 6M | -67.9% | +21.5% | -89.4% | -70.5% |
| YTD | -31.1% | +20.3% | -51.4% | -40.5% |
| 1Y | -49.8% | +28.1% | -78.0% | -57.6% |
| All | -49.8% | +29.5% | -79.3% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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