+24.8%
USAR vs NRG
-18.6%
+43.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.4% | -6.9% | -3.8% |
| 7D | -2.1% | +7.1% | -9.2% | -5.7% |
| 30D | +2.6% | -1.4% | +4.0% | +3.2% |
| 3M | -35.0% | -10.5% | -24.6% | -32.9% |
| 6M | -6.9% | -26.7% | +19.9% | +5.8% |
| YTD | +48.0% | -24.5% | +72.5% | +63.7% |
| 1Y | +24.8% | -18.6% | +43.4% | +51.1% |
| All | +24.8% | -18.6% | +43.4% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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