+52.4%
USAR vs NVDX
+772.1%
-719.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -3.0% |
| 7D | -11.6% | -10.2% | -1.4% | -10.8% |
| 30D | -15.5% | -7.3% | -8.1% | -15.0% |
| 3M | -31.0% | +5.5% | -36.6% | -31.4% |
| 6M | -26.2% | +18.3% | -44.5% | -27.0% |
| YTD | +30.8% | +11.4% | +19.3% | +29.3% |
| 1Y | +7.1% | +12.7% | -5.6% | +5.7% |
| All | +52.4% | +772.1% | -719.7% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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