-49.8%
USAR vs WM
+21.9%
-71.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.6% | -7.5% | -3.9% |
| 7D | -21.8% | +5.9% | -27.7% | -16.0% |
| 30D | -39.9% | +15.4% | -55.3% | -28.3% |
| 3M | -52.5% | +6.3% | -58.9% | -48.6% |
| 6M | -67.9% | +5.6% | -73.5% | -63.5% |
| YTD | -31.1% | +9.9% | -41.0% | -20.7% |
| 1Y | -49.8% | +20.8% | -70.7% | -41.0% |
| All | -49.8% | +21.9% | -71.7% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling