+8.1%
S vs TRMB
-29.4%
+37.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +1.6% |
| 7D | -1.2% | -2.9% | +1.7% | +0.7% |
| 30D | -12.6% | -1.8% | -10.8% | -11.4% |
| 3M | +27.6% | +8.4% | +19.2% | +20.5% |
| 6M | +35.5% | -18.5% | +54.0% | +56.3% |
| YTD | +29.6% | -26.7% | +56.3% | +56.3% |
| 1Y | +8.1% | -28.3% | +36.4% | +30.5% |
| All | +8.1% | -29.4% | +37.5% | +30.5% |
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