-21.4%
USAR vs WEC
+44.3%
-65.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.1% | -9.5% | -9.6% |
| 7D | -9.1% | +1.4% | -10.5% | -9.1% |
| 30D | -36.9% | +12.8% | -49.7% | -37.1% |
| 3M | -58.4% | +11.2% | -69.6% | -58.5% |
| 6M | -70.6% | +6.6% | -77.2% | -70.8% |
| YTD | -33.4% | +13.8% | -47.3% | -34.9% |
| 1Y | -54.0% | +7.6% | -61.7% | -54.4% |
| 3Y | -22.7% | +62.2% | -84.9% | -25.0% |
| All | -21.4% | +44.3% | -65.7% | -23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling