+424.9%
MAR vs TRMB
+118.7%
+306.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.2% |
| 7D | -2.1% | -5.4% | +3.3% | +0.7% |
| 30D | -5.7% | -2.0% | -3.7% | -5.0% |
| 3M | -14.6% | +12.3% | -27.0% | -20.3% |
| 6M | +1.3% | -17.6% | +19.0% | +10.1% |
| YTD | +6.7% | -27.5% | +34.2% | +23.3% |
| 1Y | +26.4% | -29.1% | +55.5% | +47.2% |
| 3Y | +64.7% | +11.5% | +53.2% | +46.6% |
| 5Y | +153.1% | -39.5% | +192.5% | +204.1% |
| All | +424.9% | +118.7% | +306.2% | +222.2% |
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 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