+69.4%
USAR vs WCN
+16.5%
+52.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -3.9% |
| 7D | -4.4% | -1.7% | -2.7% | -5.2% |
| 30D | -10.4% | -3.0% | -7.4% | -11.6% |
| 3M | -18.4% | +2.5% | -20.9% | -17.2% |
| 6M | -8.8% | -5.7% | -3.1% | -7.5% |
| YTD | +43.4% | -7.4% | +50.8% | +44.0% |
| 1Y | +21.0% | -8.6% | +29.6% | +21.3% |
| 3Y | +67.7% | +19.4% | +48.4% | +65.4% |
| All | +69.4% | +16.5% | +52.9% | +67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling