+114.1%
AG vs TRMB
-29.0%
+143.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.0% | -3.9% | -4.5% |
| 7D | -5.8% | -5.4% | -0.4% | -3.9% |
| 30D | +6.4% | -2.0% | +8.3% | +7.2% |
| 3M | +28.4% | +12.3% | +16.0% | +22.2% |
| 6M | -24.5% | -17.6% | -6.8% | -18.0% |
| YTD | +21.2% | -27.5% | +48.6% | +44.3% |
| 1Y | +114.1% | -29.1% | +143.2% | +162.8% |
| All | +114.1% | -29.0% | +143.1% | +162.8% |
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