-68.4%
USAR vs GRMN
+18.0%
-86.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.6% | +0.3% | -2.1% |
| 7D | +8.8% | -0.1% | +8.8% | +8.9% |
| 30D | -28.5% | +3.5% | -32.0% | -28.7% |
| 3M | -56.2% | -7.3% | -48.8% | -55.9% |
| 6M | -68.4% | +21.8% | -90.2% | -70.0% |
| All | -68.4% | +18.0% | -86.4% | -70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 6mo: compounded portfolio wealth divided by compounded GRMN 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…
6mo analysis · Full analysis span regression · 6 months rolling