+311.1%
SPOT vs TRMB
+58.2%
+253.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.5% |
| 7D | +1.6% | +2.8% | -1.2% | +0.3% |
| 30D | +16.9% | -5.9% | +22.8% | +18.2% |
| 3M | +23.0% | -3.3% | +26.3% | +22.5% |
| 6M | +42.2% | +1.3% | +40.8% | +37.8% |
| YTD | +5.5% | -29.0% | +34.5% | +19.7% |
| 1Y | -5.1% | -27.8% | +22.7% | +6.6% |
| 3Y | +257.9% | +36.3% | +221.6% | +184.0% |
| 5Y | +118.4% | -35.8% | +154.2% | +146.1% |
| All | +311.1% | +58.2% | +253.0% | +217.1% |
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 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