+75.4%
USAR vs TRMB
+10.1%
+65.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.6% |
| 7D | +2.3% | -0.3% | +2.6% | +2.4% |
| 30D | -8.6% | -1.2% | -7.4% | -8.4% |
| 3M | -20.5% | +9.6% | -30.1% | -22.9% |
| 6M | +1.2% | -16.1% | +17.3% | +6.7% |
| YTD | +48.4% | -25.0% | +73.4% | +60.6% |
| 1Y | +30.6% | -27.7% | +58.3% | +42.9% |
| 3Y | +73.6% | +15.3% | +58.3% | +86.8% |
| All | +75.4% | +10.1% | +65.3% | +88.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling