+252.8%
SPOT vs TRMB
+63.9%
+188.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.7% | +0.1% |
| 7D | -3.1% | -3.0% | 0.0% | -1.7% |
| 30D | +7.4% | +2.3% | +5.1% | +6.1% |
| 3M | +8.2% | +15.3% | -7.1% | +0.9% |
| 6M | +2.2% | -14.7% | +16.9% | +8.8% |
| YTD | -9.5% | -26.4% | +16.9% | +2.9% |
| 1Y | -23.8% | -30.4% | +6.6% | -11.8% |
| 3Y | +233.5% | +13.5% | +219.9% | +192.5% |
| 5Y | +112.2% | -38.6% | +150.8% | +147.1% |
| All | +252.8% | +63.9% | +188.9% | +172.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling