-49.8%
USAR vs NDAQ
+28.8%
-78.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.6% | -8.4% | -5.3% |
| 7D | -21.8% | +3.9% | -25.7% | -21.1% |
| 30D | -39.9% | +19.0% | -58.9% | -38.2% |
| 3M | -52.5% | +17.6% | -70.1% | -51.3% |
| 6M | -67.9% | +21.0% | -88.9% | -66.5% |
| YTD | -31.1% | +14.1% | -45.2% | -32.6% |
| 1Y | -49.8% | +29.4% | -79.3% | -63.6% |
| All | -49.8% | +28.8% | -78.7% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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