-55.8%
FIG vs TRMB
-24.7%
-31.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.3% | -3.2% |
| 7D | -16.3% | -2.5% | -13.8% | -13.9% |
| 30D | -14.3% | +1.5% | -15.8% | -15.6% |
| 3M | +7.2% | +6.8% | +0.4% | +0.3% |
| 6M | -18.6% | -14.9% | -3.7% | -1.5% |
| YTD | -35.5% | -24.1% | -11.4% | -11.6% |
| 1Y | -55.8% | -25.4% | -30.4% | -38.4% |
| All | -55.8% | -24.7% | -31.1% | -38.4% |
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