+110.6%
SPOT vs TRMB
-39.6%
+150.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.7% | +0.3% |
| 7D | -6.9% | -5.4% | -1.4% | -4.1% |
| 30D | +4.1% | -2.0% | +6.1% | +5.1% |
| 3M | +3.7% | +12.3% | -8.6% | -3.0% |
| 6M | -1.6% | -17.6% | +16.0% | +7.7% |
| YTD | -10.2% | -27.5% | +17.3% | +4.8% |
| 1Y | -25.9% | -29.1% | +3.2% | -13.3% |
| 3Y | +235.6% | +11.5% | +224.1% | +181.6% |
| 5Y | +110.6% | -39.5% | +150.0% | +170.9% |
| All | +110.6% | -39.6% | +150.2% | +170.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling