+180.5%
PL vs TRMB
-24.7%
+205.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.2% | -0.8% |
| 7D | -9.3% | -2.5% | -6.8% | -8.3% |
| 30D | -18.9% | +1.5% | -20.4% | -19.6% |
| 3M | -58.4% | +6.8% | -65.1% | -59.0% |
| 6M | -30.3% | -14.9% | -15.4% | -18.8% |
| YTD | -8.1% | -24.1% | +16.0% | +18.7% |
| 1Y | +180.5% | -25.4% | +205.9% | +277.7% |
| All | +180.5% | -24.7% | +205.2% | +277.7% |
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