+877.5%
APP vs TRMB
+36.0%
+841.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.2% | -0.8% | +0.4% |
| 7D | +48.9% | +4.1% | +44.8% | +45.1% |
| 30D | +49.4% | -5.1% | +54.5% | +48.3% |
| 3M | +27.0% | -2.6% | +29.6% | +22.9% |
| 6M | -15.4% | -2.7% | -12.7% | -18.4% |
| YTD | -39.9% | -27.9% | -12.0% | -26.5% |
| 1Y | -32.0% | -29.0% | -2.9% | -15.7% |
| All | +877.5% | +36.0% | +841.5% | +668.0% |
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