+75.4%
USAR vs NXT
+125.9%
-50.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | 0.0% |
| 7D | +2.3% | +2.9% | -0.5% | +1.7% |
| 30D | -8.6% | -17.2% | +8.6% | -5.1% |
| 3M | -20.5% | -32.0% | +11.5% | -14.3% |
| 6M | +1.2% | -15.8% | +17.0% | +6.7% |
| YTD | +48.4% | -1.9% | +50.3% | +54.7% |
| 1Y | +30.6% | +22.5% | +8.1% | +37.5% |
| 3Y | +73.6% | +100.5% | -26.9% | +82.8% |
| All | +75.4% | +125.9% | -50.6% | +84.5% |
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