+37.8%
LIN vs TRMB
+26.2%
+11.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.5% | -0.5% |
| 7D | +3.6% | -17.9% | +21.5% | +6.1% |
| 30D | +6.4% | -12.0% | +18.4% | +7.6% |
| 3M | +6.5% | -8.4% | +14.9% | +6.9% |
| 6M | +4.9% | -21.5% | +26.4% | +7.9% |
| YTD | +23.4% | -31.5% | +55.0% | +30.3% |
| 1Y | +26.3% | -33.4% | +59.7% | +33.9% |
| All | +37.8% | +26.2% | +11.6% | +31.9% |
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 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