-52.3%
USAR vs WU
-16.8%
-35.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.2% |
| 7D | +8.8% | -5.3% | +14.0% | +9.3% |
| 30D | -28.5% | +9.0% | -37.5% | -30.1% |
| 3M | -56.2% | -3.6% | -52.6% | -55.8% |
| 6M | -68.4% | -19.4% | -49.0% | -66.4% |
| YTD | -32.2% | -21.7% | -10.5% | -28.3% |
| 1Y | -52.3% | -16.1% | -36.2% | -51.5% |
| All | -52.3% | -16.8% | -35.5% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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