+14.5%
NET vs TRMB
-31.2%
+45.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -17.3% | +14.7% | +4.9% |
| 7D | -16.4% | -15.7% | -0.7% | -10.9% |
| 30D | -25.8% | -7.8% | -18.1% | -24.8% |
| 3M | -11.5% | -9.3% | -2.2% | -9.6% |
| 6M | +18.9% | -20.8% | +39.7% | +30.8% |
| YTD | +35.2% | -30.8% | +66.0% | +52.9% |
| 1Y | +14.5% | -31.0% | +45.4% | +28.7% |
| All | +14.5% | -31.2% | +45.7% | +28.7% |
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