-25.6%
CG vs TRMB
-24.7%
-1.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.0% |
| 7D | -4.3% | -2.5% | -1.8% | -2.8% |
| 30D | -5.1% | +1.5% | -6.6% | -6.1% |
| 3M | +8.7% | +6.8% | +1.9% | +4.0% |
| 6M | -9.2% | -14.9% | +5.7% | +2.5% |
| YTD | -18.9% | -24.1% | +5.2% | -1.3% |
| 1Y | -25.6% | -25.4% | -0.2% | -9.2% |
| All | -25.6% | -24.7% | -1.0% | -9.2% |
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