+54.5%
USAR vs GRAB
-15.5%
+70.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -3.2% |
| 7D | -11.6% | -10.8% | -0.8% | -10.3% |
| 30D | -15.5% | -15.5% | 0.0% | -13.6% |
| 3M | -31.0% | -9.0% | -22.1% | -30.4% |
| 6M | -26.2% | -21.6% | -4.6% | -24.3% |
| YTD | +30.8% | -38.9% | +69.6% | +35.6% |
| 1Y | +7.1% | -44.8% | +51.9% | +11.2% |
| 3Y | +53.0% | -18.4% | +71.4% | +67.3% |
| All | +54.5% | -15.5% | +70.0% | +68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 GRAB 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