+256.8%
FLEX vs TRMB
+27.3%
+229.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +4.1% |
| 7D | -19.3% | -16.7% | -2.6% | -11.9% |
| 30D | -41.5% | -9.9% | -31.6% | -38.4% |
| 3M | -43.1% | -7.6% | -35.5% | -41.0% |
| 6M | -48.2% | -14.7% | -33.5% | -44.2% |
| YTD | +15.5% | -30.9% | +46.4% | +40.4% |
| 1Y | +10.2% | -31.3% | +41.6% | +34.3% |
| 3Y | +256.8% | +29.4% | +227.4% | +186.1% |
| All | +256.8% | +27.3% | +229.5% | +186.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling