+156.3%
FDX vs TRMB
+105.8%
+50.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +3.0% |
| 7D | +0.2% | -17.0% | +17.1% | +7.4% |
| 30D | +9.3% | -9.0% | +18.3% | +12.2% |
| 3M | +0.5% | -8.1% | +8.6% | +2.4% |
| 6M | +5.3% | -10.1% | +15.4% | +7.6% |
| YTD | +38.6% | -30.2% | +68.8% | +57.9% |
| 1Y | +53.5% | -30.7% | +84.2% | +75.0% |
| 3Y | +74.2% | +32.6% | +41.6% | +42.0% |
| 5Y | +75.3% | -38.1% | +113.4% | +100.5% |
| 10Y | +156.3% | +98.9% | +57.4% | +60.3% |
| All | +156.3% | +105.8% | +50.5% | +60.3% |
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 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