-19.0%
USAR vs NI
+84.5%
-103.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.1% |
| 7D | -0.8% | +4.3% | -5.1% | -1.1% |
| 30D | -20.9% | +12.4% | -33.3% | -21.6% |
| 3M | -56.2% | +10.2% | -66.3% | -56.4% |
| 6M | -67.9% | -0.8% | -67.1% | -67.9% |
| YTD | -31.4% | +13.2% | -44.7% | -33.1% |
| 1Y | -45.1% | +10.1% | -55.1% | -46.1% |
| 3Y | -20.3% | +103.1% | -123.4% | -22.1% |
| All | -19.0% | +84.5% | -103.4% | -20.9% |
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