+69.4%
USAR vs WWD
+187.8%
-118.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.2% |
| 7D | -4.4% | +0.6% | -5.1% | -4.7% |
| 30D | -10.4% | -5.1% | -5.3% | -8.2% |
| 3M | -18.4% | -11.2% | -7.1% | -14.1% |
| 6M | -8.8% | -12.0% | +3.2% | -4.1% |
| YTD | +43.4% | +12.0% | +31.4% | +41.9% |
| 1Y | +21.0% | +42.8% | -21.8% | +16.3% |
| 3Y | +67.7% | +168.9% | -101.2% | +59.0% |
| All | +69.4% | +187.8% | -118.4% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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