+112.5%
NET vs TRMB
-37.2%
+149.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -0.9% | -0.9% |
| 7D | -7.0% | -2.5% | -4.5% | -4.6% |
| 30D | -4.8% | +1.5% | -6.3% | -6.4% |
| 3M | +3.8% | +6.8% | -2.9% | -4.0% |
| 6M | +50.0% | -14.9% | +65.0% | +73.6% |
| YTD | +41.5% | -24.1% | +65.6% | +82.1% |
| 1Y | +32.8% | -25.4% | +58.2% | +72.3% |
| 3Y | +335.9% | +8.0% | +327.9% | +253.3% |
| All | +112.5% | -37.2% | +149.7% | +308.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling