+411.1%
WDC vs USAR
+25.8%
+385.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.7% |
| 7D | +7.5% | -4.4% | +11.9% | +8.4% |
| 30D | +10.1% | -10.4% | +20.5% | +12.2% |
| 3M | -6.8% | -18.4% | +11.6% | -3.8% |
| 6M | +84.1% | -8.8% | +93.0% | +86.3% |
| YTD | +180.3% | +43.4% | +136.9% | +173.4% |
| 1Y | +411.1% | +21.0% | +390.1% | +419.3% |
| All | +411.1% | +25.8% | +385.3% | +419.3% |
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