+1,831.6%
PWR vs TRMB
+102.3%
+1,729.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.5% |
| 7D | +11.3% | +2.8% | +8.5% | +10.0% |
| 30D | -8.9% | -5.9% | -3.0% | -6.5% |
| 3M | -10.5% | -3.3% | -7.2% | -9.6% |
| 6M | -22.2% | +1.3% | -23.5% | -24.1% |
| YTD | +42.7% | -29.0% | +71.7% | +62.4% |
| 1Y | +41.1% | -27.8% | +68.9% | +59.4% |
| 3Y | +242.7% | +36.3% | +206.4% | +181.8% |
| 5Y | +418.5% | -35.8% | +454.4% | +488.8% |
| All | +1,831.6% | +102.3% | +1,729.3% | +1,221.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling