+3,352.1%
LNT vs TRMB
+3,381.2%
-29.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | -0.1% | -2.5% | +2.4% | +0.1% |
| 30D | -3.2% | +1.5% | -4.7% | -3.3% |
| 3M | -4.1% | +6.8% | -10.8% | -4.6% |
| 6M | -4.6% | -14.9% | +10.4% | -3.7% |
| YTD | +7.0% | -24.1% | +31.1% | +8.7% |
| 1Y | +8.3% | -25.4% | +33.7% | +10.1% |
| 3Y | +51.0% | +8.0% | +43.0% | +48.7% |
| 5Y | +30.2% | -37.3% | +67.5% | +32.0% |
| 10Y | +143.6% | +116.8% | +26.8% | +125.2% |
| All | +3,352.1% | +3,381.2% | -29.1% | +2,508.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling