+73.6%
USAR vs NDAQ
+91.7%
-18.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | -0.1% |
| 7D | +2.3% | -2.6% | +4.9% | +1.9% |
| 30D | -8.6% | +0.5% | -9.1% | -8.5% |
| 3M | -20.5% | +9.9% | -30.4% | -18.8% |
| 6M | +1.2% | +8.2% | -7.0% | +2.9% |
| YTD | +48.4% | -1.5% | +49.9% | +48.7% |
| 1Y | +30.6% | +1.3% | +29.3% | +30.5% |
| 3Y | +73.6% | +92.6% | -18.9% | +83.2% |
| All | +73.6% | +91.7% | -18.1% | +83.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling