+85.6%
MET vs TRMB
+36.0%
+49.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.7% | -0.6% |
| 7D | 0.0% | +4.1% | -4.1% | -1.4% |
| 30D | +3.4% | -5.1% | +8.4% | +3.7% |
| 3M | +7.0% | -2.6% | +9.6% | +5.9% |
| 6M | +34.6% | -2.7% | +37.3% | +32.7% |
| YTD | +34.0% | -27.9% | +61.9% | +50.5% |
| 1Y | +35.9% | -29.0% | +65.0% | +53.5% |
| All | +85.6% | +36.0% | +49.6% | +63.6% |
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