+683.8%
CTAS vs TRMB
+113.5%
+570.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.7% |
| 7D | +1.0% | -2.9% | +3.9% | +2.2% |
| 30D | -1.1% | -1.8% | +0.7% | -0.5% |
| 3M | +11.5% | +8.4% | +3.1% | +7.6% |
| 6M | +0.2% | -18.5% | +18.7% | +7.7% |
| YTD | +7.2% | -26.7% | +33.9% | +19.7% |
| 1Y | 0.0% | -28.3% | +28.3% | +12.1% |
| 3Y | +65.9% | +12.6% | +53.3% | +48.2% |
| 5Y | +109.6% | -38.7% | +148.3% | +139.0% |
| 10Y | +683.8% | +120.8% | +563.0% | +388.1% |
| All | +683.8% | +113.5% | +570.2% | +388.1% |
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