+651.7%
FLEX vs TRMB
+109.2%
+542.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.2% | +0.6% | +1.9% |
| 7D | +2.2% | +4.1% | -1.9% | 0.0% |
| 30D | -32.6% | -5.1% | -27.6% | -30.6% |
| 3M | -35.5% | -2.6% | -32.9% | -35.0% |
| 6M | -45.6% | -2.7% | -42.9% | -46.0% |
| YTD | +30.7% | -27.9% | +58.6% | +53.0% |
| 1Y | +28.4% | -29.0% | +57.4% | +51.7% |
| 3Y | +301.7% | +35.0% | +266.7% | +211.0% |
| 5Y | +473.3% | -33.9% | +507.2% | +580.7% |
| 10Y | +651.7% | +106.1% | +545.6% | +334.3% |
| All | +651.7% | +109.2% | +542.6% | +334.3% |
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