+10,545.1%
LIN vs TRMB
+3,977.9%
+6,567.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | +0.1% | -0.8% |
| 7D | -2.1% | -2.5% | +0.4% | -1.7% |
| 30D | -2.4% | +1.5% | -3.9% | -2.7% |
| 3M | -5.6% | +6.8% | -12.3% | -6.8% |
| 6M | -3.4% | -14.9% | +11.6% | -1.2% |
| YTD | +13.1% | -24.1% | +37.2% | +17.6% |
| 1Y | +2.5% | -25.4% | +27.9% | +6.6% |
| 3Y | +27.6% | +8.0% | +19.6% | +23.3% |
| 5Y | +63.0% | -37.3% | +100.3% | +70.6% |
| 10Y | +359.3% | +116.8% | +242.5% | +291.0% |
| All | +10,545.1% | +3,977.9% | +6,567.2% | +5,872.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling