+64.6%
MAR vs TRMB
+13.0%
+51.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -1.8% |
| 7D | -1.7% | -0.3% | -1.5% | -1.6% |
| 30D | -6.9% | -1.2% | -5.7% | -6.6% |
| 3M | -15.8% | +9.6% | -25.4% | -19.4% |
| 6M | +1.9% | -16.1% | +18.1% | +8.9% |
| YTD | +6.6% | -25.0% | +31.6% | +19.2% |
| 1Y | +23.7% | -27.7% | +51.4% | +40.1% |
| 3Y | +64.6% | +15.3% | +49.3% | +56.6% |
| All | +64.6% | +13.0% | +51.6% | +56.6% |
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