-21.4%
USAR vs NXT
+163.9%
-185.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -4.8% | -4.8% | -8.5% |
| 7D | -9.1% | +4.0% | -13.0% | -9.8% |
| 30D | -36.9% | +15.9% | -52.9% | -39.1% |
| 3M | -58.4% | -3.0% | -55.4% | -58.4% |
| 6M | -70.6% | -20.7% | -49.9% | -69.4% |
| 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% | -21.7% |
| All | -21.4% | +163.9% | -185.3% | -20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling