+29.2%
ALL vs TRMB
-29.4%
+58.6%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.4% | +0.2% |
| 7D | -2.2% | -2.9% | +0.7% | -2.0% |
| 30D | -5.6% | -1.8% | -3.8% | -5.5% |
| 3M | +17.2% | +8.4% | +8.8% | +16.4% |
| 6M | +23.2% | -18.5% | +41.8% | +23.7% |
| YTD | +23.6% | -26.7% | +50.3% | +26.6% |
| 1Y | +29.2% | -28.3% | +57.5% | +32.3% |
| All | +29.2% | -29.4% | +58.6% | +32.3% |
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