+74.9%
USAR vs WING
-42.8%
+117.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.5% |
| 7D | -2.1% | -3.9% | +1.7% | -2.2% |
| 30D | +2.6% | -11.6% | +14.2% | +2.4% |
| 3M | -35.0% | -24.2% | -10.8% | -35.5% |
| 6M | -6.9% | -54.1% | +47.2% | -9.8% |
| YTD | +48.0% | -53.9% | +101.9% | +44.3% |
| 1Y | +24.8% | -64.4% | +89.2% | +17.3% |
| 3Y | +73.2% | -30.2% | +103.4% | +75.9% |
| All | +74.9% | -42.8% | +117.7% | +77.9% |
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