+62.1%
EMR vs TRMB
+13.0%
+49.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.7% | +0.1% |
| 7D | +3.1% | -0.3% | +3.3% | +3.2% |
| 30D | -3.5% | -1.2% | -2.3% | -3.2% |
| 3M | +9.8% | +9.6% | +0.2% | +4.4% |
| 6M | +10.8% | -16.1% | +26.9% | +19.5% |
| YTD | +15.9% | -25.0% | +40.9% | +31.9% |
| 1Y | +16.4% | -27.7% | +44.1% | +34.6% |
| 3Y | +62.1% | +15.3% | +46.8% | +53.7% |
| All | +62.1% | +13.0% | +49.1% | +53.7% |
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