+23.4%
NVDA vs USAR
+12.3%
+11.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.0% | +3.7% | -1.8% |
| 7D | -4.3% | -9.3% | +5.0% | -3.6% |
| 30D | +0.5% | -15.2% | +15.7% | +1.7% |
| 3M | +9.1% | -21.1% | +30.2% | +10.5% |
| 6M | +18.5% | -21.6% | +40.0% | +19.4% |
| YTD | +17.4% | +34.8% | -17.4% | +16.9% |
| 1Y | +23.4% | +15.6% | +7.8% | +29.7% |
| All | +23.4% | +12.3% | +11.1% | +29.7% |
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