+52.2%
TEM vs TRMB
+3.6%
+48.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.3% | -2.3% | -1.6% |
| 7D | -1.1% | -2.9% | +1.8% | +2.9% |
| 30D | +11.3% | -1.8% | +13.1% | +14.3% |
| 3M | +25.5% | +8.4% | +17.1% | +9.5% |
| 6M | +17.1% | -18.5% | +35.6% | +54.2% |
| YTD | +3.8% | -26.7% | +30.5% | +58.5% |
| 1Y | -24.4% | -28.3% | +3.9% | +18.3% |
| All | +52.2% | +3.6% | +48.7% | +29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling