+332.3%
CRS vs TRMB
+34.0%
+298.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -2.5% |
| 7D | +4.8% | +2.8% | +1.9% | +3.6% |
| 30D | -23.2% | -5.9% | -17.3% | -22.5% |
| 3M | -45.5% | -3.3% | -42.2% | -46.0% |
| 6M | -33.1% | +1.3% | -34.5% | -35.9% |
| YTD | -7.2% | -29.0% | +21.8% | +8.6% |
| 1Y | -10.0% | -27.8% | +17.7% | +3.9% |
| 3Y | +332.3% | +36.3% | +296.0% | +257.5% |
| All | +332.3% | +34.0% | +298.3% | +257.5% |
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