-14.6%
TEAM vs TRMB
+13.0%
-27.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.2% | -5.8% | -6.0% |
| 7D | -5.7% | -0.3% | -5.4% | -5.4% |
| 30D | +18.3% | -1.2% | +19.6% | +19.8% |
| 3M | +80.2% | +9.6% | +70.6% | +69.9% |
| 6M | +111.0% | -16.1% | +127.1% | +141.5% |
| YTD | +8.8% | -25.0% | +33.8% | +34.3% |
| 1Y | +2.2% | -27.7% | +29.8% | +28.3% |
| 3Y | -14.6% | +15.3% | -29.9% | -18.5% |
| All | -14.6% | +13.0% | -27.6% | -18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling