-49.8%
USAR vs WCC
+24.5%
-74.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -9.9% | +4.1% | +4.2% |
| 7D | -21.8% | -8.8% | -13.0% | -14.8% |
| 30D | -39.9% | -16.0% | -23.9% | -28.7% |
| 3M | -52.5% | -15.2% | -37.3% | -44.9% |
| 6M | -67.9% | -8.4% | -59.6% | -65.5% |
| YTD | -31.1% | +30.1% | -61.2% | -51.8% |
| 1Y | -49.8% | +26.4% | -76.3% | -63.5% |
| All | -49.8% | +24.5% | -74.3% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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