+107.3%
META vs TRMB
+8.5%
+98.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.3% |
| 7D | +6.7% | -2.5% | +9.2% | +7.6% |
| 30D | +4.8% | +1.5% | +3.2% | +4.1% |
| 3M | -1.6% | +6.8% | -8.4% | -4.0% |
| 6M | -7.5% | -14.9% | +7.5% | -2.9% |
| YTD | -6.4% | -24.1% | +17.7% | +1.9% |
| 1Y | -17.3% | -25.4% | +8.0% | -9.8% |
| All | +107.3% | +8.5% | +98.8% | +106.9% |
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