+640.4%
FLEX vs TRMB
+105.8%
+534.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.1% | +11.0% | +11.4% |
| 7D | -7.2% | -17.0% | +9.8% | +3.8% |
| 30D | -34.8% | -9.0% | -25.8% | -31.1% |
| 3M | -35.6% | -8.1% | -27.5% | -32.8% |
| 6M | -45.0% | -10.1% | -35.0% | -42.9% |
| YTD | +29.4% | -30.2% | +59.6% | +54.4% |
| 1Y | +24.8% | -30.7% | +55.5% | +49.5% |
| 3Y | +304.4% | +32.6% | +271.8% | +216.3% |
| 5Y | +484.1% | -38.1% | +522.2% | +623.8% |
| 10Y | +640.4% | +98.9% | +541.5% | +335.5% |
| All | +640.4% | +105.8% | +534.6% | +335.5% |
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