+75.4%
USAR vs NVT
+216.7%
-141.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.2% | -3.9% | -1.6% |
| 7D | +2.3% | +10.4% | -8.0% | -2.2% |
| 30D | -8.6% | -1.3% | -7.4% | -8.4% |
| 3M | -20.5% | -0.6% | -19.9% | -20.3% |
| 6M | +1.2% | +53.8% | -52.6% | -10.4% |
| YTD | +48.4% | +60.2% | -11.8% | +31.0% |
| 1Y | +30.6% | +76.8% | -46.2% | +14.7% |
| 3Y | +73.6% | +191.2% | -117.6% | +47.1% |
| All | +75.4% | +216.7% | -141.3% | +48.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling