+38.3%
LIN vs TRMB
+29.6%
+8.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.8% |
| 7D | +0.1% | -17.0% | +17.1% | +2.4% |
| 30D | +7.6% | -9.0% | +16.6% | +8.3% |
| 3M | +6.5% | -8.1% | +14.7% | +7.0% |
| 6M | +6.2% | -10.1% | +16.3% | +6.8% |
| YTD | +23.2% | -30.2% | +53.4% | +29.8% |
| 1Y | +25.4% | -30.7% | +56.1% | +32.0% |
| 3Y | +38.3% | +32.6% | +5.7% | +31.2% |
| All | +38.3% | +29.6% | +8.7% | +31.2% |
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