+309.1%
TMUS vs TRMB
+114.9%
+194.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.4% |
| 7D | -0.3% | -0.3% | 0.0% | -0.2% |
| 30D | +3.1% | -1.2% | +4.4% | +3.4% |
| 3M | +2.4% | +9.6% | -7.2% | -0.3% |
| 6M | -17.1% | -16.1% | -1.0% | -13.8% |
| YTD | -9.1% | -25.0% | +15.9% | -2.9% |
| 1Y | -23.6% | -27.7% | +4.1% | -18.0% |
| 3Y | +38.8% | +15.3% | +23.5% | +25.7% |
| 5Y | +43.0% | -37.4% | +80.4% | +54.6% |
| 10Y | +309.1% | +117.5% | +191.6% | +149.8% |
| All | +309.1% | +114.9% | +194.2% | +149.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling