+423.6%
SN vs TRMB
+13.5%
+410.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.5% |
| 7D | -9.3% | -2.5% | -6.8% | -8.0% |
| 30D | -4.8% | +1.5% | -6.3% | -5.7% |
| 3M | +40.4% | +6.8% | +33.7% | +34.5% |
| 6M | +50.9% | -14.9% | +65.9% | +64.5% |
| YTD | +54.9% | -24.1% | +79.0% | +79.1% |
| 1Y | +43.0% | -25.4% | +68.4% | +66.5% |
| All | +423.6% | +13.5% | +410.1% | +408.0% |
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