+122.9%
SPMO vs TRMB
+34.0%
+88.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.5% |
| 7D | +6.3% | +2.8% | +3.5% | +5.5% |
| 30D | -8.9% | -5.9% | -3.0% | -8.1% |
| 3M | -13.2% | -3.3% | -9.9% | -13.5% |
| 6M | -9.3% | +1.3% | -10.6% | -11.5% |
| YTD | +11.6% | -29.0% | +40.5% | +24.4% |
| 1Y | +13.4% | -27.8% | +41.1% | +25.4% |
| 3Y | +122.9% | +36.3% | +86.6% | +100.1% |
| All | +122.9% | +34.0% | +88.9% | +100.1% |
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