-22.7%
USAR vs NDAQ
+122.1%
-144.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.4% | -11.0% | -9.3% |
| 7D | -9.1% | +2.9% | -11.9% | -8.6% |
| 30D | -36.9% | +17.5% | -54.4% | -35.1% |
| 3M | -58.4% | +15.4% | -73.9% | -57.4% |
| 6M | -70.6% | +24.6% | -95.2% | -69.3% |
| YTD | -33.4% | +14.4% | -47.9% | -31.6% |
| 1Y | -54.0% | +26.9% | -81.0% | -52.2% |
| 3Y | -22.7% | +119.8% | -142.5% | -15.6% |
| All | -22.7% | +122.1% | -144.7% | -15.6% |
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 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