+69.4%
USAR vs NDAQ
+94.2%
-24.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.6% |
| 7D | -4.4% | -1.6% | -2.9% | -4.7% |
| 30D | -10.4% | -1.5% | -8.9% | -10.6% |
| 3M | -18.4% | +8.0% | -26.4% | -16.9% |
| 6M | -8.8% | +7.7% | -16.6% | -7.4% |
| YTD | +43.4% | -2.3% | +45.7% | +43.5% |
| 1Y | +21.0% | +0.6% | +20.4% | +20.7% |
| 3Y | +67.7% | +90.9% | -23.2% | +76.5% |
| All | +69.4% | +94.2% | -24.8% | +78.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling