+73.6%
USAR vs WEC
+42.2%
+31.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.3% |
| 7D | +2.3% | +0.8% | +1.5% | +2.3% |
| 30D | -8.6% | +0.3% | -9.0% | -8.7% |
| 3M | -20.5% | -2.9% | -17.6% | -20.8% |
| 6M | +1.2% | -5.9% | +7.1% | +1.6% |
| YTD | +48.4% | +4.1% | +44.3% | +45.1% |
| 1Y | +30.6% | +3.1% | +27.5% | +28.5% |
| 3Y | +73.6% | +40.8% | +32.9% | +68.4% |
| All | +73.6% | +42.2% | +31.4% | +68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling