+15.6%
USAR vs NSC
+20.8%
-5.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | 0.0% | -6.0% | -6.0% |
| 7D | -9.3% | -1.4% | -7.9% | -9.9% |
| 30D | -15.2% | -3.4% | -11.8% | -16.3% |
| 3M | -21.1% | +5.1% | -26.2% | -19.5% |
| 6M | -21.6% | +9.2% | -30.8% | -21.0% |
| YTD | +34.8% | +13.4% | +21.4% | +37.9% |
| 1Y | +15.6% | +20.8% | -5.2% | +37.3% |
| All | +15.6% | +20.8% | -5.1% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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