+54.5%
USAR vs NI
+64.8%
-10.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -11.6% | 0.0% | -11.7% | -11.6% |
| 30D | -15.5% | -1.4% | -14.1% | -15.4% |
| 3M | -31.0% | -10.6% | -20.4% | -30.5% |
| 6M | -26.2% | -9.3% | -16.9% | -25.8% |
| YTD | +30.8% | +1.1% | +29.6% | +28.7% |
| 1Y | +7.1% | +3.4% | +3.7% | +5.2% |
| 3Y | +53.0% | +67.9% | -14.9% | +50.7% |
| All | +54.5% | +64.8% | -10.2% | +52.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling