+39.2%
S vs TRMB
-31.2%
+70.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -17.3% | +19.0% | +9.9% |
| 7D | -8.2% | -15.7% | +7.5% | -2.1% |
| 30D | -7.6% | -7.8% | +0.1% | -7.2% |
| 3M | +12.0% | -9.3% | +21.3% | +13.7% |
| 6M | +50.6% | -20.8% | +71.4% | +68.2% |
| YTD | +56.6% | -30.8% | +87.4% | +80.8% |
| 1Y | +39.2% | -31.0% | +70.2% | +57.7% |
| All | +39.2% | -31.2% | +70.5% | +57.7% |
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