+69.4%
USAR vs WU
-23.8%
+93.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.4% |
| 7D | -4.4% | -4.9% | +0.5% | -4.2% |
| 30D | -10.4% | -1.3% | -9.1% | -10.3% |
| 3M | -18.4% | -3.6% | -14.8% | -19.2% |
| 6M | -8.8% | -24.3% | +15.5% | -8.4% |
| YTD | +43.4% | -21.1% | +64.4% | +44.2% |
| 1Y | +21.0% | -10.3% | +31.3% | +22.2% |
| 3Y | +67.7% | -28.4% | +96.1% | +73.8% |
| All | +69.4% | -23.8% | +93.2% | +75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling