+1,060.6%
FLEX vs TRMB
+114.9%
+945.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.5% | +5.1% |
| 7D | +7.0% | -0.3% | +7.2% | +7.1% |
| 30D | -5.8% | -1.2% | -4.6% | -5.7% |
| 3M | -24.2% | +9.6% | -33.8% | -29.9% |
| 6M | +90.8% | -16.1% | +106.9% | +104.7% |
| YTD | +89.2% | -25.0% | +114.2% | +116.5% |
| 1Y | +104.7% | -27.7% | +132.4% | +139.8% |
| 3Y | +478.1% | +15.3% | +462.8% | +392.7% |
| 5Y | +726.2% | -37.4% | +763.6% | +919.7% |
| 10Y | +1,060.6% | +117.5% | +943.1% | +531.3% |
| All | +1,060.6% | +114.9% | +945.7% | +531.3% |
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