-65.4%
TEAM vs TRMB
-36.0%
-29.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.2% |
| 7D | -2.4% | +2.8% | -5.2% | -4.7% |
| 30D | -26.7% | -5.9% | -20.9% | -25.2% |
| 3M | -9.6% | -3.3% | -6.3% | -10.0% |
| 6M | +86.0% | +1.3% | +84.7% | +79.4% |
| YTD | -7.5% | -29.0% | +21.5% | +22.7% |
| 1Y | -1.4% | -27.8% | +26.4% | +28.5% |
| 3Y | -14.3% | +36.3% | -50.6% | -41.5% |
| All | -65.4% | -36.0% | -29.4% | -42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling