-48.0%
USAR vs SW
+26.7%
-74.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -0.9% | +11.8% | +11.2% |
| 7D | -14.5% | +2.3% | -16.8% | -15.4% |
| 30D | -37.8% | +6.8% | -44.6% | -39.7% |
| 3M | -52.8% | -5.2% | -47.6% | -51.7% |
| 6M | -71.2% | +7.4% | -78.7% | -72.6% |
| YTD | -30.9% | +17.4% | -48.3% | -39.5% |
| 1Y | -48.0% | +27.1% | -75.1% | -56.0% |
| All | -48.0% | +26.7% | -74.7% | -56.0% |
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