+12.8%
TEAM vs TRMB
-24.7%
+37.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -1.5% |
| 7D | -0.4% | -2.5% | +2.1% | +2.4% |
| 30D | +67.3% | +1.5% | +65.8% | +65.5% |
| 3M | +86.8% | +6.8% | +80.0% | +75.7% |
| 6M | +146.8% | -14.9% | +161.8% | +186.3% |
| YTD | +16.9% | -24.1% | +41.0% | +45.6% |
| 1Y | +12.8% | -25.4% | +38.2% | +39.7% |
| All | +12.8% | -24.7% | +37.5% | +39.7% |
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