+603.4%
NVDL vs USAR
+58.5%
+544.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -6.0% | +1.3% | -4.3% |
| 7D | -8.7% | -9.3% | +0.6% | -8.1% |
| 30D | -1.3% | -15.2% | +13.9% | -0.2% |
| 3M | +11.4% | -21.1% | +32.5% | +12.9% |
| 6M | +22.9% | -21.6% | +44.5% | +24.2% |
| YTD | +15.4% | +34.8% | -19.4% | +15.2% |
| 1Y | +18.8% | +15.6% | +3.1% | +18.7% |
| 3Y | +641.4% | +57.7% | +583.7% | +807.0% |
| All | +603.4% | +58.5% | +544.9% | +841.9% |
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