+56.6%
MNST vs TRMB
+8.5%
+48.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | -0.5% |
| 7D | -6.5% | -2.5% | -4.0% | -6.3% |
| 30D | -7.2% | +1.5% | -8.7% | -7.4% |
| 3M | -1.0% | +6.8% | -7.8% | -1.6% |
| 6M | +11.5% | -14.9% | +26.4% | +12.5% |
| YTD | +14.3% | -24.1% | +38.4% | +16.5% |
| 1Y | +38.1% | -25.4% | +63.5% | +40.8% |
| All | +56.6% | +8.5% | +48.1% | +53.2% |
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