+266.1%
CDW vs TRMB
+114.9%
+151.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.2% | -4.0% | -4.6% |
| 7D | -3.9% | -0.3% | -3.6% | -3.7% |
| 30D | +6.9% | -1.2% | +8.1% | +7.4% |
| 3M | +7.7% | +9.6% | -1.9% | +2.3% |
| 6M | +18.3% | -16.1% | +34.4% | +30.0% |
| YTD | +7.8% | -25.0% | +32.7% | +24.9% |
| 1Y | -12.2% | -27.7% | +15.5% | +3.4% |
| 3Y | -28.9% | +15.3% | -44.2% | -35.2% |
| 5Y | -22.8% | -37.4% | +14.6% | -6.8% |
| 10Y | +266.1% | +117.5% | +148.6% | +129.1% |
| All | +266.1% | +114.9% | +151.1% | +129.1% |
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