+45.9%
TEM vs TRMB
+2.6%
+43.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.2% | -2.9% |
| 7D | -9.2% | -5.4% | -3.7% | -2.1% |
| 30D | +5.5% | -2.0% | +7.4% | +8.7% |
| 3M | +18.7% | +12.3% | +6.4% | -1.2% |
| 6M | +15.4% | -17.6% | +33.0% | +49.2% |
| YTD | -0.5% | -27.5% | +26.9% | +54.0% |
| 1Y | -24.8% | -29.1% | +4.2% | +19.4% |
| All | +45.9% | +2.6% | +43.4% | +25.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling