+47.8%
LNT vs TRMB
+11.9%
+35.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.3% | -0.9% |
| 7D | +0.2% | -2.9% | +3.1% | +0.4% |
| 30D | -0.5% | -1.8% | +1.3% | -0.4% |
| 3M | -5.5% | +8.4% | -13.9% | -6.2% |
| 6M | -3.8% | -18.5% | +14.7% | -2.4% |
| YTD | +6.8% | -26.7% | +33.6% | +9.4% |
| 1Y | +9.3% | -28.3% | +37.6% | +12.0% |
| All | +47.8% | +11.9% | +35.9% | +41.8% |
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