+29.4%
B vs TRMB
-31.2%
+60.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -17.3% | +25.6% | +9.1% |
| 7D | +1.1% | -15.7% | +16.8% | +1.5% |
| 30D | +0.3% | -7.8% | +8.1% | -1.2% |
| 3M | +5.4% | -9.3% | +14.7% | +4.1% |
| 6M | +5.5% | -20.8% | +26.3% | +7.3% |
| YTD | -6.3% | -30.8% | +24.4% | +2.5% |
| 1Y | +29.4% | -31.0% | +60.3% | +41.4% |
| All | +29.4% | -31.2% | +60.6% | +41.4% |
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