-22.7%
USAR vs NXT
+195.6%
-218.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -4.8% | -4.8% | -8.5% |
| 7D | -9.1% | +4.0% | -13.0% | -9.9% |
| 30D | -36.9% | +15.9% | -52.9% | -39.3% |
| 3M | -58.4% | -3.0% | -55.4% | -58.4% |
| 6M | -70.6% | -20.7% | -49.9% | -69.3% |
| YTD | -33.4% | +14.6% | -48.0% | -33.2% |
| 1Y | -54.0% | -7.1% | -46.9% | -53.4% |
| 3Y | -22.7% | +189.4% | -212.1% | -21.4% |
| All | -22.7% | +195.6% | -218.2% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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