+449.4%
FLEX vs TRMB
+13.5%
+435.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.0% |
| 7D | -0.9% | -2.5% | +1.6% | +0.2% |
| 30D | -10.1% | +1.5% | -11.7% | -11.1% |
| 3M | -31.3% | +6.8% | -38.1% | -34.1% |
| 6M | +71.3% | -14.9% | +86.2% | +83.0% |
| YTD | +81.2% | -24.1% | +105.3% | +107.7% |
| 1Y | +98.5% | -25.4% | +123.9% | +129.8% |
| All | +449.4% | +13.5% | +435.9% | +407.1% |
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