+73.6%
USAR vs WING
-31.3%
+104.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +2.3% | -0.1% | +2.5% | +2.3% |
| 30D | -8.6% | -6.0% | -2.6% | -8.7% |
| 3M | -20.5% | -23.5% | +3.0% | -21.0% |
| 6M | +1.2% | -52.0% | +53.2% | -1.9% |
| YTD | +48.4% | -53.8% | +102.2% | +44.5% |
| 1Y | +30.6% | -63.8% | +94.4% | +22.7% |
| 3Y | +73.6% | -30.8% | +104.4% | +76.7% |
| All | +73.6% | -31.3% | +104.9% | +76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling