+249.6%
ALAB vs TRMB
-14.0%
+263.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +1.1% | +12.7% | +13.0% |
| 7D | -5.6% | -17.0% | +11.4% | +6.1% |
| 30D | -36.6% | -9.0% | -27.6% | -33.7% |
| 3M | -35.1% | -8.1% | -27.0% | -33.0% |
| 6M | +8.5% | -10.1% | +18.6% | +12.1% |
| YTD | +30.4% | -30.2% | +60.6% | +71.2% |
| 1Y | +31.0% | -30.7% | +61.7% | +74.1% |
| All | +249.6% | -14.0% | +263.6% | +243.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling