+167.2%
MMM vs TRMB
+29.6%
+137.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.6% |
| 7D | +5.8% | -17.0% | +22.7% | +10.6% |
| 30D | +17.9% | -9.0% | +26.9% | +19.1% |
| 3M | +3.6% | -8.1% | +11.7% | +4.0% |
| 6M | +32.9% | -10.1% | +43.0% | +34.1% |
| YTD | +19.5% | -30.2% | +49.7% | +33.9% |
| 1Y | +16.5% | -30.7% | +47.2% | +30.6% |
| 3Y | +167.2% | +32.6% | +134.5% | +133.3% |
| All | +167.2% | +29.6% | +137.5% | +133.3% |
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