+74.9%
USAR vs NDAQ
+99.7%
-24.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.8% |
| 7D | -2.1% | -2.4% | +0.3% | -2.5% |
| 30D | +2.6% | +2.5% | +0.2% | +3.1% |
| 3M | -35.0% | +9.9% | -44.9% | -33.6% |
| 6M | -6.9% | +9.4% | -16.3% | -5.1% |
| YTD | +48.0% | +0.4% | +47.6% | +48.8% |
| 1Y | +24.8% | +4.0% | +20.8% | +25.3% |
| 3Y | +73.2% | +94.4% | -21.1% | +83.2% |
| All | +74.9% | +99.7% | -24.9% | +85.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling