+22.8%
CTAS vs TRMB
-31.2%
+54.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +0.7% | -16.6% | +17.2% | +2.9% |
| 30D | +11.3% | -8.9% | +20.2% | +11.6% |
| 3M | +11.4% | -6.3% | +17.7% | +10.9% |
| 6M | +35.6% | -10.0% | +45.6% | +34.3% |
| YTD | +20.7% | -30.1% | +50.8% | +22.6% |
| 1Y | +22.8% | -31.3% | +54.1% | +25.3% |
| All | +22.8% | -31.2% | +54.0% | +25.3% |
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