+1,521.3%
WDC vs USAR
+74.5%
+1,446.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.9% | +2.1% |
| 7D | +6.0% | +2.3% | +3.7% | +5.8% |
| 30D | +9.9% | -8.6% | +18.6% | +10.7% |
| 3M | -9.4% | -20.5% | +11.1% | -7.9% |
| 6M | +94.7% | +1.2% | +93.5% | +94.7% |
| YTD | +177.4% | +48.4% | +129.0% | +172.7% |
| 1Y | +412.6% | +30.6% | +382.0% | +399.5% |
| 3Y | +1,359.8% | +73.6% | +1,286.1% | +1,290.1% |
| All | +1,521.3% | +74.5% | +1,446.8% | +1,440.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling