-49.8%
USAR vs NI
+9.5%
-59.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.5% | -7.4% | -5.8% |
| 7D | -21.8% | +3.9% | -25.7% | -21.8% |
| 30D | -39.9% | +15.3% | -55.2% | -40.2% |
| 3M | -52.5% | +2.4% | -54.9% | -52.2% |
| 6M | -67.9% | -4.5% | -63.4% | -67.0% |
| YTD | -31.1% | +11.4% | -42.5% | -46.3% |
| 1Y | -49.8% | +8.5% | -58.3% | -57.6% |
| All | -49.8% | +9.5% | -59.3% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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