-2.5%
TEAM vs TRMB
-29.4%
+26.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.1% | +3.4% |
| 7D | -4.7% | -2.9% | -1.8% | -1.4% |
| 30D | +17.0% | -1.8% | +18.8% | +19.6% |
| 3M | +85.9% | +8.4% | +77.5% | +73.1% |
| 6M | +116.7% | -18.5% | +135.2% | +163.5% |
| YTD | +9.6% | -26.7% | +36.4% | +42.7% |
| 1Y | -2.5% | -28.3% | +25.8% | +26.2% |
| All | -2.5% | -29.4% | +26.9% | +26.2% |
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