+2,006.3%
LLY vs TRMB
+105.8%
+1,900.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.2% | +4.1% |
| 7D | +0.1% | -17.0% | +17.0% | +2.6% |
| 30D | +19.7% | -9.0% | +28.7% | +21.1% |
| 3M | +19.3% | -8.1% | +27.4% | +20.3% |
| 6M | +49.3% | -10.1% | +59.4% | +50.7% |
| YTD | +32.0% | -30.2% | +62.2% | +38.3% |
| 1Y | +53.7% | -30.7% | +84.4% | +61.1% |
| 3Y | +143.7% | +32.6% | +111.1% | +129.2% |
| 5Y | +463.9% | -38.1% | +502.0% | +485.9% |
| 10Y | +2,006.3% | +98.9% | +1,907.4% | +1,849.0% |
| All | +2,006.3% | +105.8% | +1,900.6% | +1,849.0% |
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