+417.4%
WDC vs USAR
+27.9%
+389.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.5% | +6.3% | +6.0% |
| 7D | +1.7% | -2.1% | +3.9% | +2.2% |
| 30D | -10.0% | +2.6% | -12.6% | -11.0% |
| 3M | -18.8% | -35.0% | +16.3% | -13.4% |
| 6M | +79.0% | -6.9% | +85.9% | +80.2% |
| YTD | +171.6% | +48.0% | +123.6% | +163.4% |
| 1Y | +417.4% | +24.8% | +392.6% | +414.5% |
| All | +417.4% | +27.9% | +389.5% | +414.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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