+201.8%
AG vs TRMB
+34.0%
+167.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -10.0% | +2.8% | -12.8% | -10.7% |
| 30D | -10.5% | -5.9% | -4.6% | -10.8% |
| 3M | -27.3% | -3.3% | -24.0% | -28.2% |
| 6M | -43.0% | +1.3% | -44.3% | -44.7% |
| YTD | -17.9% | -29.0% | +11.1% | -9.4% |
| 1Y | +11.9% | -27.8% | +39.7% | +23.1% |
| 3Y | +201.8% | +36.3% | +165.5% | +81.5% |
| All | +201.8% | +34.0% | +167.8% | +81.5% |
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