+3,742.0%
LUV vs TRMB
+3,340.8%
+401.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.2% |
| 7D | +3.1% | -0.3% | +3.4% | +3.2% |
| 30D | -17.4% | -1.2% | -16.2% | -17.3% |
| 3M | -4.9% | +9.6% | -14.5% | -6.6% |
| 6M | -5.7% | -16.1% | +10.4% | -2.9% |
| YTD | -5.2% | -25.0% | +19.8% | -0.6% |
| 1Y | +24.1% | -27.7% | +51.8% | +31.0% |
| 3Y | +39.6% | +15.3% | +24.3% | +35.2% |
| 5Y | -12.5% | -37.4% | +24.9% | -6.7% |
| 10Y | +12.9% | +117.5% | -104.5% | -1.8% |
| All | +3,742.0% | +3,340.8% | +401.2% | +1,840.2% |
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