+36.3%
DIS vs TRMB
+34.4%
+1.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.8% |
| 7D | +0.9% | +4.1% | -3.2% | -0.3% |
| 30D | +8.9% | -7.0% | +15.9% | +9.7% |
| 3M | +14.5% | -0.9% | +15.5% | +12.5% |
| 6M | +12.2% | -1.2% | +13.4% | +9.9% |
| YTD | +4.7% | -28.7% | +33.5% | +15.7% |
| 1Y | +2.8% | -32.1% | +34.9% | +15.9% |
| All | +36.3% | +34.4% | +1.9% | +16.8% |
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 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