+19.8%
CDW vs TRMB
-29.4%
+49.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.2% | -1.0% | +1.0% |
| 7D | +2.6% | +4.1% | -1.5% | +1.0% |
| 30D | +20.4% | -5.1% | +25.5% | +17.1% |
| 3M | +28.5% | -2.6% | +31.1% | +22.4% |
| 6M | +70.6% | -2.7% | +73.3% | +62.9% |
| YTD | +29.1% | -27.9% | +57.0% | +46.7% |
| All | +19.8% | -29.4% | +49.2% | +39.1% |
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 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