-17.9%
USAR vs WING
-12.7%
-5.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.7% | +6.0% | +4.3% |
| 7D | +0.8% | -0.5% | +1.3% | +0.8% |
| 30D | -30.1% | +32.3% | -62.4% | -29.8% |
| 3M | -56.3% | +50.2% | -106.4% | -56.0% |
| 6M | -68.6% | +31.7% | -100.2% | -68.5% |
| YTD | -30.5% | -29.6% | -0.9% | -31.8% |
| 1Y | -53.5% | -29.7% | -23.8% | -54.3% |
| 3Y | -19.3% | -19.8% | +0.5% | -17.5% |
| All | -17.9% | -12.7% | -5.2% | -16.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling