+59.7%
TEM vs TRMB
+6.1%
+53.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.6% | +1.0% |
| 7D | +3.2% | -0.3% | +3.5% | +3.6% |
| 30D | +23.5% | -1.2% | +24.7% | +25.6% |
| 3M | +32.3% | +9.6% | +22.7% | +13.8% |
| 6M | +23.0% | -16.1% | +39.1% | +55.7% |
| YTD | +8.9% | -25.0% | +33.9% | +61.0% |
| 1Y | -19.9% | -27.7% | +7.8% | +24.5% |
| All | +59.7% | +6.1% | +53.7% | +31.1% |
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