+26.4%
P vs TRMB
-24.7%
+51.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.7% |
| 7D | +6.5% | -2.5% | +9.1% | +7.5% |
| 30D | +18.8% | +1.5% | +17.3% | +17.7% |
| 3M | +26.7% | +6.8% | +20.0% | +23.0% |
| 6M | +62.2% | -14.9% | +77.1% | +77.1% |
| YTD | +48.5% | -24.1% | +72.6% | +73.8% |
| 1Y | +26.4% | -25.4% | +51.8% | +50.3% |
| All | +26.4% | -24.7% | +51.1% | +50.3% |
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 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