+338.3%
SU vs TRMB
-39.0%
+377.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.6% | -0.4% |
| 7D | +2.2% | -3.0% | +5.3% | +2.9% |
| 30D | +8.4% | +2.3% | +6.1% | +7.8% |
| 3M | +12.1% | +15.3% | -3.2% | +8.0% |
| 6M | +19.7% | -14.7% | +34.4% | +23.4% |
| YTD | +58.4% | -26.4% | +84.8% | +68.8% |
| 1Y | +67.2% | -30.4% | +97.6% | +80.3% |
| 3Y | +125.0% | +13.5% | +111.5% | +108.5% |
| All | +338.3% | -39.0% | +377.3% | +393.8% |
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