+57.7%
USAR vs NVD
-99.1%
+156.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +4.5% | -10.4% | -5.6% |
| 7D | -9.3% | +9.0% | -18.4% | -8.6% |
| 30D | -15.2% | -5.5% | -9.7% | -15.2% |
| 3M | -21.1% | -24.6% | +3.5% | -21.9% |
| 6M | -21.6% | -42.1% | +20.5% | -22.7% |
| YTD | +34.8% | -44.3% | +79.1% | +32.8% |
| 1Y | +15.6% | -54.2% | +69.8% | +13.7% |
| All | +57.7% | -99.1% | +156.8% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 3y: compounded portfolio wealth divided by compounded NVD 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…
3y analysis · Full analysis span regression · 6 months rolling