-71.2%
USAR vs WST
+28.5%
-99.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +1.9% | +9.0% | +9.9% |
| 7D | -14.5% | -3.1% | -11.4% | -13.3% |
| 30D | -37.8% | +9.1% | -46.9% | -38.7% |
| 3M | -52.8% | +14.7% | -67.4% | -53.9% |
| 6M | -71.2% | +28.0% | -99.2% | -71.9% |
| All | -71.2% | +28.5% | -99.8% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 6mo: compounded portfolio wealth divided by compounded WST 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…
6mo analysis · Full analysis span regression · 6 months rolling