+175.5%
FDX vs TRMB
+114.9%
+60.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.4% | -2.1% |
| 7D | -3.3% | -0.3% | -3.0% | -3.2% |
| 30D | -1.4% | -1.2% | -0.2% | -1.0% |
| 3M | -4.5% | +9.6% | -14.1% | -9.2% |
| 6M | +9.4% | -16.1% | +25.5% | +17.0% |
| YTD | +36.0% | -25.0% | +61.0% | +52.6% |
| 1Y | +75.5% | -27.7% | +103.2% | +99.4% |
| 3Y | +62.8% | +15.3% | +47.5% | +43.4% |
| 5Y | +64.4% | -37.4% | +101.8% | +90.4% |
| 10Y | +175.5% | +117.5% | +58.0% | +61.9% |
| All | +175.5% | +114.9% | +60.5% | +61.9% |
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