+69.4%
USAR vs WING
-42.1%
+111.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.4% | -3.4% |
| 7D | -4.4% | -2.3% | -2.2% | -4.5% |
| 30D | -10.4% | -5.6% | -4.8% | -10.5% |
| 3M | -18.4% | -22.9% | +4.5% | -18.9% |
| 6M | -8.8% | -50.4% | +41.6% | -11.4% |
| YTD | +43.4% | -53.3% | +96.7% | +39.8% |
| 1Y | +21.0% | -61.2% | +82.2% | +14.9% |
| 3Y | +67.7% | -30.1% | +97.8% | +70.4% |
| All | +69.4% | -42.1% | +111.5% | +72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling