+15.6%
USAR vs WCN
-9.4%
+25.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.1% | -4.9% | -6.7% |
| 7D | -9.3% | -4.4% | -4.9% | -12.0% |
| 30D | -15.2% | -4.4% | -10.7% | -17.7% |
| 3M | -21.1% | +0.5% | -21.6% | -20.8% |
| 6M | -21.6% | -3.3% | -18.3% | -18.5% |
| YTD | +34.8% | -8.5% | +43.3% | +39.1% |
| 1Y | +15.6% | -8.9% | +24.6% | +16.6% |
| All | +15.6% | -9.4% | +25.1% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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