+97.3%
TEM vs TRMB
+1.9%
+95.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.2% | -4.5% | -5.0% |
| 7D | +5.1% | +4.1% | +0.9% | +0.3% |
| 30D | +16.8% | -5.1% | +21.9% | +18.8% |
| 3M | +42.6% | -2.6% | +45.2% | +38.9% |
| 6M | +63.9% | -2.7% | +66.6% | +56.1% |
| YTD | +34.5% | -27.9% | +62.4% | +96.7% |
| 1Y | +11.0% | -29.0% | +40.0% | +65.1% |
| All | +97.3% | +1.9% | +95.4% | +60.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling