-56.6%
FIG vs TRMB
-29.0%
-27.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.7% |
| 7D | -12.2% | -5.4% | -6.8% | -6.5% |
| 30D | -11.0% | -2.0% | -9.0% | -8.4% |
| 3M | +11.9% | +12.3% | -0.5% | -1.2% |
| 6M | -21.9% | -17.6% | -4.3% | -2.1% |
| YTD | -40.8% | -27.5% | -13.3% | -14.0% |
| 1Y | -56.6% | -29.1% | -27.5% | -34.8% |
| All | -56.6% | -29.0% | -27.6% | -34.8% |
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 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