+89.1%
PSX vs TRMB
-29.0%
+118.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.2% | 0.0% | +3.1% |
| 7D | -0.4% | +4.1% | -4.5% | -0.4% |
| 30D | -8.1% | -5.1% | -3.0% | -7.4% |
| 3M | +15.9% | -2.6% | +18.5% | +17.0% |
| 6M | +49.4% | -2.7% | +52.1% | +50.6% |
| YTD | +104.7% | -27.9% | +132.6% | +106.1% |
| 1Y | +89.1% | -29.0% | +118.1% | +90.8% |
| All | +89.1% | -29.0% | +118.1% | +90.8% |
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