+67.9%
LIN vs TRMB
-34.2%
+102.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.2% | +0.1% |
| 7D | +0.3% | +4.1% | -3.8% | -0.6% |
| 30D | +8.0% | -5.1% | +13.1% | +8.4% |
| 3M | +7.7% | -2.6% | +10.3% | +7.2% |
| 6M | +5.1% | -2.7% | +7.8% | +4.2% |
| YTD | +24.7% | -27.9% | +52.6% | +33.8% |
| 1Y | +25.1% | -29.0% | +54.1% | +34.5% |
| 3Y | +36.8% | +35.0% | +1.9% | +15.7% |
| 5Y | +67.9% | -33.9% | +101.8% | +77.1% |
| All | +67.9% | -34.2% | +102.1% | +77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling