+56.0%
TEM vs TRMB
-1.2%
+57.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.3% | -5.3% | -5.5% |
| 7D | -5.9% | +2.8% | -8.7% | -6.8% |
| 30D | +4.8% | -5.9% | +10.7% | +5.7% |
| 3M | +31.9% | -3.3% | +35.2% | +31.3% |
| 6M | +56.0% | +1.3% | +54.6% | +58.2% |
| All | +56.0% | -1.2% | +57.2% | +58.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling