-53.8%
TEAM vs TRMB
-37.5%
-16.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.2% | -5.8% | -5.9% |
| 7D | -5.7% | -0.3% | -5.4% | -5.3% |
| 30D | +18.3% | -1.2% | +19.6% | +20.0% |
| 3M | +80.2% | +9.6% | +70.6% | +68.0% |
| 6M | +111.0% | -16.1% | +127.1% | +149.6% |
| YTD | +8.8% | -25.0% | +33.8% | +42.2% |
| 1Y | +2.2% | -27.7% | +29.8% | +36.4% |
| 3Y | -14.6% | +15.3% | -29.9% | -28.7% |
| 5Y | -53.8% | -37.4% | -16.4% | -28.6% |
| All | -53.8% | -37.5% | -16.3% | -28.6% |
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