-49.8%
USAR vs NVT
+3.0%
-52.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -12.7% | +6.9% | +5.4% |
| 7D | -21.8% | -19.5% | -2.3% | -5.8% |
| 30D | -39.9% | -32.4% | -7.5% | -15.5% |
| 3M | -52.5% | -30.3% | -22.2% | -37.1% |
| 6M | -67.9% | -30.4% | -37.5% | -56.9% |
| YTD | -31.1% | +11.3% | -42.4% | -48.7% |
| 1Y | -49.8% | +3.6% | -53.4% | -57.2% |
| All | -49.8% | +3.0% | -52.8% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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