+6.7%
TEM vs TRMB
-30.2%
+36.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.3% | -3.7% |
| 7D | +7.8% | +4.1% | +3.7% | +5.2% |
| 30D | +11.2% | -7.0% | +18.2% | +13.7% |
| 3M | +39.0% | -0.9% | +39.9% | +35.4% |
| 6M | +61.6% | -1.2% | +62.8% | +58.5% |
| YTD | +28.5% | -28.7% | +57.3% | +66.9% |
| 1Y | +6.7% | -32.1% | +38.8% | +46.4% |
| All | +6.7% | -30.2% | +36.9% | +46.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling