-49.8%
USAR vs TRMB
-31.2%
-18.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -17.3% | +11.5% | +2.1% |
| 7D | -21.8% | -15.7% | -6.1% | -16.0% |
| 30D | -39.9% | -7.8% | -32.2% | -38.4% |
| 3M | -52.5% | -9.3% | -43.2% | -50.9% |
| 6M | -67.9% | -20.8% | -47.1% | -62.0% |
| YTD | -31.1% | -30.8% | -0.3% | -8.6% |
| 1Y | -49.8% | -31.0% | -18.9% | -32.5% |
| All | -49.8% | -31.2% | -18.6% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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