-21.2%
USAR vs TRMB
+34.4%
-55.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.0% |
| 7D | +8.8% | +4.1% | +4.7% | +7.3% |
| 30D | -28.5% | -7.0% | -21.5% | -27.0% |
| 3M | -56.2% | -0.9% | -55.2% | -56.2% |
| 6M | -68.4% | -1.2% | -67.2% | -68.3% |
| YTD | -32.2% | -28.7% | -3.4% | -24.5% |
| 1Y | -52.3% | -32.1% | -20.2% | -45.9% |
| All | -21.2% | +34.4% | -55.6% | -12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling