-23.8%
SPOT vs TRMB
-28.6%
+4.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.7% | +0.4% |
| 7D | -3.1% | -3.0% | 0.0% | -2.3% |
| 30D | +7.4% | +2.3% | +5.1% | +6.6% |
| 3M | +8.2% | +15.3% | -7.1% | +4.0% |
| 6M | +2.2% | -14.7% | +16.9% | +5.0% |
| YTD | -9.5% | -26.4% | +16.9% | -6.9% |
| 1Y | -23.8% | -30.4% | +6.6% | -21.0% |
| All | -23.8% | -28.6% | +4.8% | -21.0% |
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 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