+502.9%
TEAM vs TRMB
+113.5%
+389.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.1% | +2.2% |
| 7D | -4.7% | -2.9% | -1.8% | -2.8% |
| 30D | +17.0% | -1.8% | +18.8% | +18.7% |
| 3M | +85.9% | +8.4% | +77.5% | +78.6% |
| 6M | +116.7% | -18.5% | +135.2% | +149.0% |
| YTD | +9.6% | -26.7% | +36.4% | +34.8% |
| 1Y | -2.5% | -28.3% | +25.8% | +20.8% |
| 3Y | -14.0% | +12.6% | -26.6% | -19.1% |
| 5Y | -53.1% | -38.7% | -14.4% | -39.9% |
| 10Y | +502.9% | +120.8% | +382.1% | +356.5% |
| All | +502.9% | +113.5% | +389.4% | +356.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling