+25.0%
FLEX vs TRMB
-31.2%
+56.2%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -17.3% | +5.0% | -11.2% |
| 7D | -17.0% | -15.7% | -1.3% | -15.7% |
| 30D | -33.8% | -7.8% | -26.1% | -32.0% |
| 3M | -39.0% | -9.3% | -29.7% | -37.3% |
| 6M | -15.9% | -20.8% | +4.9% | -12.5% |
| YTD | +27.8% | -30.8% | +58.6% | +41.0% |
| 1Y | +25.0% | -31.0% | +55.9% | +36.0% |
| All | +25.0% | -31.2% | +56.2% | +36.0% |
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