+1,545.2%
LLY vs TRMB
+114.9%
+1,430.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.1% | -2.0% |
| 7D | -3.1% | -0.3% | -2.8% | -3.1% |
| 30D | -5.1% | -1.2% | -3.8% | -4.9% |
| 3M | -2.1% | +9.6% | -11.7% | -3.7% |
| 6M | +13.8% | -16.1% | +30.0% | +16.7% |
| YTD | +5.1% | -25.0% | +30.1% | +9.4% |
| 1Y | +53.1% | -27.7% | +80.8% | +60.1% |
| 3Y | +95.6% | +15.3% | +80.3% | +88.0% |
| 5Y | +361.5% | -37.4% | +398.9% | +380.9% |
| 10Y | +1,545.2% | +117.5% | +1,427.7% | +1,255.9% |
| All | +1,545.2% | +114.9% | +1,430.3% | +1,255.9% |
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