+10.8%
MMM vs TRMB
-27.5%
+38.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.3% |
| 7D | -1.6% | -0.3% | -1.3% | -1.5% |
| 30D | -8.0% | -1.2% | -6.8% | -7.8% |
| 3M | +9.4% | +9.6% | -0.2% | +6.4% |
| 6M | +10.2% | -16.1% | +26.4% | +16.5% |
| YTD | +6.1% | -25.0% | +31.1% | +17.7% |
| 1Y | +10.8% | -27.7% | +38.5% | +23.4% |
| All | +10.8% | -27.5% | +38.3% | +23.4% |
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