+40.7%
USAR vs WETO
-99.4%
+140.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.4% | +2.4% | -3.0% |
| 7D | -11.6% | -4.3% | -7.3% | -11.6% |
| 30D | -15.5% | -39.9% | +24.4% | -17.0% |
| 3M | -31.0% | -97.9% | +66.9% | -30.0% |
| 6M | -26.2% | -95.0% | +68.8% | -27.0% |
| YTD | +30.8% | -97.2% | +127.9% | +31.2% |
| 1Y | +7.1% | -98.9% | +106.0% | +9.6% |
| All | +40.7% | -99.4% | +140.1% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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