+7.1%
USAR vs WPM
+46.6%
-39.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.1% | -5.1% | -4.7% |
| 7D | -11.6% | -0.6% | -11.1% | -11.3% |
| 30D | -15.5% | +14.4% | -29.9% | -24.9% |
| 3M | -31.0% | +37.0% | -68.0% | -47.9% |
| 6M | -26.2% | +4.1% | -30.3% | -30.0% |
| YTD | +30.8% | +31.7% | -1.0% | +1.0% |
| 1Y | +7.1% | +44.2% | -37.1% | -19.9% |
| All | +7.1% | +46.6% | -39.5% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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