+282.7%
AG vs TRMB
+11.9%
+270.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.3% | +4.4% | +2.9% |
| 7D | -0.1% | -2.9% | +2.8% | +0.9% |
| 30D | +12.5% | -1.8% | +14.2% | +13.1% |
| 3M | +28.2% | +8.4% | +19.8% | +24.2% |
| 6M | -18.8% | -18.5% | -0.3% | -13.6% |
| YTD | +27.4% | -26.7% | +54.1% | +40.7% |
| 1Y | +132.2% | -28.3% | +160.5% | +159.2% |
| All | +282.7% | +11.9% | +270.8% | +237.5% |
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 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