-20.7%
MDLN vs TRMB
-28.3%
+7.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.1% |
| 7D | -11.1% | -3.0% | -8.1% | -10.1% |
| 30D | -8.4% | +2.3% | -10.7% | -9.3% |
| 3M | -12.4% | +15.3% | -27.7% | -15.7% |
| 6M | -23.3% | -14.7% | -8.6% | -21.3% |
| YTD | -22.5% | -26.4% | +3.9% | -23.5% |
| All | -20.7% | -28.3% | +7.7% | -21.8% |
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 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