-58.9%
AMC vs TRMB
+34.0%
-92.8%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.5% |
| 7D | +3.5% | +2.8% | +0.7% | +2.1% |
| 30D | +12.5% | -5.9% | +18.3% | +12.8% |
| 3M | +23.6% | -3.3% | +26.9% | +22.0% |
| 6M | +144.4% | +1.3% | +143.0% | +135.8% |
| YTD | +108.3% | -29.0% | +137.3% | +140.7% |
| 1Y | +38.9% | -27.8% | +66.6% | +58.8% |
| 3Y | -58.9% | +36.3% | -95.2% | -74.3% |
| All | -58.9% | +34.0% | -92.8% | -74.3% |
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 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