+417.3%
LIN vs TRMB
+105.8%
+311.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.7% |
| 7D | +0.1% | -17.0% | +17.1% | +5.2% |
| 30D | +7.6% | -9.0% | +16.6% | +9.6% |
| 3M | +6.5% | -8.1% | +14.7% | +8.1% |
| 6M | +6.2% | -10.1% | +16.3% | +7.9% |
| YTD | +23.2% | -30.2% | +53.4% | +35.2% |
| 1Y | +25.4% | -30.7% | +56.1% | +37.5% |
| 3Y | +38.3% | +32.6% | +5.7% | +16.6% |
| 5Y | +64.4% | -38.1% | +102.6% | +78.9% |
| 10Y | +417.3% | +98.9% | +318.4% | +274.9% |
| All | +417.3% | +105.8% | +311.5% | +274.9% |
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