+27.2%
P vs TRMB
-27.5%
+54.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.0% |
| 7D | +7.8% | -0.3% | +8.1% | +8.0% |
| 30D | +12.3% | -1.2% | +13.5% | +12.4% |
| 3M | +37.1% | +9.6% | +27.5% | +30.6% |
| 6M | +66.1% | -16.1% | +82.2% | +82.4% |
| YTD | +50.9% | -25.0% | +75.9% | +77.4% |
| 1Y | +27.2% | -27.7% | +54.9% | +53.2% |
| All | +27.2% | -27.5% | +54.7% | +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 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