+417.5%
LIN vs TRMB
+105.7%
+311.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.4% |
| 7D | +0.2% | -16.7% | +16.9% | +5.2% |
| 30D | +6.5% | -9.9% | +16.4% | +8.9% |
| 3M | +5.5% | -7.6% | +13.1% | +6.8% |
| 6M | +3.3% | -14.7% | +18.0% | +6.8% |
| YTD | +22.0% | -30.9% | +53.0% | +34.3% |
| 1Y | +25.7% | -31.3% | +57.1% | +38.3% |
| 3Y | +36.2% | +29.4% | +6.8% | +15.8% |
| 5Y | +66.1% | -37.4% | +103.4% | +79.7% |
| All | +417.5% | +105.7% | +311.8% | +277.5% |
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