+206.9%
PWR vs TRMB
+11.9%
+195.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.5% | -1.1% |
| 7D | +2.7% | -2.9% | +5.5% | +3.7% |
| 30D | -5.1% | -1.8% | -3.3% | -4.8% |
| 3M | -9.4% | +8.4% | -17.8% | -13.2% |
| 6M | +10.4% | -18.5% | +28.9% | +19.3% |
| YTD | +48.6% | -26.7% | +75.4% | +67.9% |
| 1Y | +68.0% | -28.3% | +96.3% | +91.9% |
| All | +206.9% | +11.9% | +195.0% | +174.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling