+820.2%
CTAS vs TRMB
+109.2%
+711.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.3% | -0.3% |
| 7D | -0.8% | +4.1% | -4.9% | -2.3% |
| 30D | +10.7% | -5.1% | +15.8% | +11.6% |
| 3M | +11.0% | -2.6% | +13.6% | +10.4% |
| 6M | +38.7% | -2.7% | +41.4% | +37.5% |
| YTD | +21.8% | -27.9% | +49.7% | +34.9% |
| 1Y | +23.6% | -29.0% | +52.6% | +37.4% |
| 3Y | +74.9% | +35.0% | +40.0% | +43.3% |
| 5Y | +119.5% | -33.9% | +153.4% | +138.7% |
| 10Y | +820.2% | +106.1% | +714.1% | +520.8% |
| All | +820.2% | +109.2% | +711.0% | +520.8% |
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