-45.1%
USAR vs WAB
+42.5%
-87.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +2.0% | +1.9% |
| 7D | -0.8% | +5.1% | -5.9% | -5.2% |
| 30D | -20.9% | +4.0% | -24.9% | -23.5% |
| 3M | -56.2% | +0.1% | -56.2% | -56.2% |
| 6M | -67.9% | +12.8% | -80.7% | -71.5% |
| YTD | -31.4% | +40.1% | -71.5% | -50.8% |
| 1Y | -45.1% | +46.4% | -91.4% | -61.5% |
| All | -45.1% | +42.5% | -87.6% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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