+140.8%
LLY vs TRMB
+34.0%
+106.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | +6.7% | +2.8% | +3.9% | +6.3% |
| 30D | +19.6% | -5.9% | +25.4% | +20.1% |
| 3M | +19.7% | -3.3% | +23.0% | +19.6% |
| 6M | +42.7% | +1.3% | +41.4% | +41.0% |
| YTD | +35.1% | -29.0% | +64.1% | +41.8% |
| 1Y | +42.2% | -27.8% | +69.9% | +48.7% |
| 3Y | +140.8% | +36.3% | +104.5% | +161.3% |
| All | +140.8% | +34.0% | +106.8% | +161.3% |
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