+144.1%
LNT vs TRMB
+118.7%
+25.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.8% |
| 7D | -1.1% | -5.4% | +4.3% | -0.4% |
| 30D | -1.9% | -2.0% | 0.0% | -1.8% |
| 3M | -7.2% | +12.3% | -19.5% | -8.7% |
| 6M | -3.9% | -17.6% | +13.7% | -1.8% |
| YTD | +5.9% | -27.5% | +33.3% | +9.8% |
| 1Y | +8.4% | -29.1% | +37.5% | +12.6% |
| 3Y | +46.6% | +11.5% | +35.1% | +40.9% |
| 5Y | +32.4% | -39.5% | +71.9% | +36.2% |
| All | +144.1% | +118.7% | +25.4% | +106.0% |
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