+32.4%
PWR vs TRMB
-31.2%
+63.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -17.3% | +5.7% | -8.8% |
| 7D | -4.4% | -15.7% | +11.3% | -1.3% |
| 30D | -15.1% | -7.8% | -7.3% | -12.4% |
| 3M | -16.2% | -9.3% | -6.9% | -13.5% |
| 6M | -23.3% | -20.8% | -2.5% | -16.1% |
| YTD | +37.6% | -30.8% | +68.4% | +57.2% |
| 1Y | +32.4% | -31.0% | +63.4% | +52.3% |
| All | +32.4% | -31.2% | +63.6% | +52.3% |
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