+74.9%
USAR vs TRMB
+11.4%
+63.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.6% | -0.2% |
| 7D | -2.1% | -2.5% | +0.4% | -1.4% |
| 30D | +2.6% | +1.5% | +1.1% | +2.2% |
| 3M | -35.0% | +6.8% | -41.8% | -36.3% |
| 6M | -6.9% | -14.9% | +8.1% | -2.2% |
| YTD | +48.0% | -24.1% | +72.1% | +59.7% |
| 1Y | +24.8% | -25.4% | +50.2% | +35.6% |
| 3Y | +73.2% | +8.0% | +65.2% | +85.4% |
| All | +74.9% | +11.4% | +63.5% | +87.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling