+625.2%
TEAM vs TRMB
+155.7%
+469.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.6% |
| 7D | -16.9% | +4.1% | -21.0% | -19.0% |
| 30D | -26.8% | -7.0% | -19.8% | -24.8% |
| 3M | -1.9% | -0.9% | -1.0% | -3.0% |
| 6M | +79.2% | -1.2% | +80.4% | +79.0% |
| YTD | -6.1% | -28.7% | +22.7% | +15.2% |
| 1Y | -2.1% | -32.1% | +30.0% | +23.2% |
| 3Y | -13.6% | +33.4% | -47.0% | -27.3% |
| 5Y | -65.8% | -35.6% | -30.2% | -57.1% |
| 10Y | +454.0% | +103.8% | +350.2% | +295.1% |
| All | +625.2% | +155.7% | +469.4% | +374.3% |
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