+10.2%
FLEX vs TRMB
-33.2%
+43.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +4.5% |
| 7D | -19.3% | -16.7% | -2.6% | -18.4% |
| 30D | -41.5% | -9.9% | -31.6% | -40.1% |
| 3M | -43.1% | -7.6% | -35.5% | -41.3% |
| 6M | -48.2% | -14.7% | -33.5% | -46.1% |
| YTD | +15.5% | -30.9% | +46.4% | +25.4% |
| 1Y | +10.2% | -31.3% | +41.6% | +18.3% |
| All | +10.2% | -33.2% | +43.4% | +18.3% |
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 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