+18.0%
Q vs TRMB
-31.2%
+49.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -17.3% | +17.2% | +2.1% |
| 7D | -3.3% | -15.7% | +12.4% | -1.4% |
| 30D | -9.7% | -7.8% | -1.9% | -9.4% |
| 3M | -16.1% | -9.3% | -6.8% | -15.5% |
| 6M | -15.7% | -20.8% | +5.1% | -7.2% |
| YTD | +45.7% | -30.8% | +76.5% | +67.6% |
| 1Y | +18.0% | -31.0% | +49.0% | +35.4% |
| All | +18.0% | -31.2% | +49.2% | +35.4% |
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