+75.4%
USAR vs NI
+66.7%
+8.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.2% |
| 7D | +2.3% | +2.3% | 0.0% | +2.2% |
| 30D | -8.6% | -1.7% | -7.0% | -8.5% |
| 3M | -20.5% | -8.0% | -12.5% | -20.1% |
| 6M | +1.2% | -8.6% | +9.8% | +1.7% |
| YTD | +48.4% | +2.3% | +46.1% | +45.9% |
| 1Y | +30.6% | +6.9% | +23.7% | +27.8% |
| 3Y | +73.6% | +70.6% | +3.1% | +70.8% |
| All | +75.4% | +66.7% | +8.7% | +72.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling