+7.3%
PL vs TRMB
-31.3%
+38.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | +1.1% | +13.4% | +14.2% |
| 7D | +10.9% | -17.0% | +27.8% | +16.9% |
| 30D | -16.4% | -9.0% | -7.4% | -14.1% |
| 3M | -39.9% | -8.1% | -31.8% | -38.5% |
| 6M | -63.2% | -10.1% | -53.1% | -60.4% |
| YTD | -27.1% | -30.2% | +3.1% | -8.3% |
| All | +7.3% | -31.3% | +38.6% | +38.3% |
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