+75.4%
USAR vs NVMI
+225.4%
-150.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.1% | -0.2% |
| 7D | +2.3% | +11.7% | -9.4% | -1.5% |
| 30D | -8.6% | -4.0% | -4.6% | -7.4% |
| 3M | -20.5% | -25.8% | +5.3% | -12.4% |
| 6M | +1.2% | -8.3% | +9.5% | +6.8% |
| YTD | +48.4% | +14.8% | +33.6% | +51.2% |
| 1Y | +30.6% | +37.9% | -7.2% | +30.6% |
| 3Y | +73.6% | +216.3% | -142.6% | +70.9% |
| All | +75.4% | +225.4% | -150.0% | +72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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