+63,834.1%
SU vs TRMB
+3,260.0%
+60,574.1%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +1.9% |
| 7D | +1.6% | -2.9% | +4.5% | +1.8% |
| 30D | +10.7% | -1.8% | +12.5% | +10.9% |
| 3M | +13.5% | +8.4% | +5.1% | +12.4% |
| 6M | +21.8% | -18.5% | +40.3% | +23.8% |
| YTD | +58.8% | -26.7% | +85.6% | +62.8% |
| 1Y | +72.0% | -28.3% | +100.3% | +76.5% |
| 3Y | +121.7% | +12.6% | +109.1% | +116.8% |
| 5Y | +350.4% | -38.7% | +389.1% | +361.8% |
| 10Y | +264.7% | +120.8% | +143.9% | +239.6% |
| All | +63,834.1% | +3,260.0% | +60,574.1% | +85,192.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling