+454.5%
TEAM vs TRMB
+109.2%
+345.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.2% | -0.6% | +0.6% |
| 7D | -19.7% | +4.1% | -23.8% | -21.8% |
| 30D | -26.6% | -5.1% | -21.6% | -25.6% |
| 3M | -1.1% | -2.6% | +1.5% | -1.2% |
| 6M | +74.6% | -2.7% | +77.3% | +76.0% |
| YTD | -6.0% | -27.9% | +21.9% | +14.5% |
| 1Y | -3.2% | -29.0% | +25.8% | +18.5% |
| 3Y | -13.5% | +35.0% | -48.5% | -27.7% |
| 5Y | -65.5% | -33.9% | -31.6% | -57.6% |
| 10Y | +454.5% | +106.1% | +348.4% | +347.5% |
| All | +454.5% | +109.2% | +345.3% | +347.5% |
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