+802.8%
TEAM vs TRMB
+172.4%
+630.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.0% |
| 7D | -0.4% | -2.5% | +2.1% | +1.2% |
| 30D | +67.3% | +1.5% | +65.8% | +66.5% |
| 3M | +86.8% | +6.8% | +80.0% | +81.0% |
| 6M | +146.8% | -14.9% | +161.8% | +176.3% |
| YTD | +16.9% | -24.1% | +41.0% | +40.6% |
| 1Y | +12.8% | -25.4% | +38.2% | +36.4% |
| 3Y | -7.3% | +8.0% | -15.3% | -11.1% |
| 5Y | -50.7% | -37.3% | -13.4% | -37.3% |
| 10Y | +529.8% | +116.8% | +413.0% | +339.4% |
| All | +802.8% | +172.4% | +630.3% | +479.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling