+15.6%
USAR vs TRGP
+84.8%
-69.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.2% | -6.2% | -5.9% |
| 7D | -9.3% | -0.6% | -8.8% | -9.5% |
| 30D | -15.2% | +10.0% | -25.1% | -13.0% |
| 3M | -21.1% | +7.6% | -28.7% | -19.1% |
| 6M | -21.6% | +26.8% | -48.4% | -18.6% |
| YTD | +34.8% | +60.6% | -25.8% | +41.6% |
| 1Y | +15.6% | +82.5% | -66.8% | +23.5% |
| All | +15.6% | +84.8% | -69.1% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 1y: compounded portfolio wealth divided by compounded TRGP 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…
1y analysis · Full analysis span regression · 6 months rolling