-49.8%
USAR vs WEC
+9.7%
-59.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.3% | -8.2% | -4.3% |
| 7D | -21.8% | +6.9% | -28.6% | -18.3% |
| 30D | -39.9% | +16.6% | -56.5% | -33.8% |
| 3M | -52.5% | +9.1% | -61.6% | -49.6% |
| 6M | -67.9% | +3.2% | -71.1% | -66.1% |
| YTD | -31.1% | +14.9% | -46.0% | -29.5% |
| 1Y | -49.8% | +9.2% | -59.0% | -42.8% |
| All | -49.8% | +9.7% | -59.5% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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