-30.6%
SPXU vs TRMB
-31.2%
+0.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -17.3% | +12.4% | -10.5% |
| 7D | +2.2% | -15.7% | +17.9% | -2.9% |
| 30D | +3.8% | -7.8% | +11.5% | +3.4% |
| 3M | +3.3% | -9.3% | +12.6% | +2.3% |
| 6M | -16.7% | -20.8% | +4.1% | -25.4% |
| YTD | -28.6% | -30.8% | +2.1% | -40.2% |
| 1Y | -30.6% | -31.0% | +0.4% | -41.1% |
| All | -30.6% | -31.2% | +0.7% | -41.1% |
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 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