+14.6%
MMM vs TRMB
-31.3%
+45.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.8% |
| 7D | +5.8% | -17.0% | +22.7% | +6.8% |
| 30D | +17.9% | -9.0% | +26.9% | +16.6% |
| 3M | +3.6% | -8.1% | +11.7% | +2.1% |
| 6M | +32.9% | -10.1% | +43.0% | +31.7% |
| YTD | +19.5% | -30.2% | +49.7% | +26.9% |
| All | +14.6% | -31.3% | +45.8% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling