+21.4%
TMUS vs TRMB
+34.0%
-12.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | +4.9% | +2.8% | +2.1% | +4.7% |
| 30D | +7.7% | -5.9% | +13.6% | +7.7% |
| 3M | -6.8% | -3.3% | -3.5% | -7.1% |
| 6M | -9.7% | +1.3% | -11.0% | -10.3% |
| YTD | -15.0% | -29.0% | +14.0% | -13.7% |
| 1Y | -19.1% | -27.8% | +8.6% | -18.0% |
| 3Y | +21.4% | +36.3% | -14.9% | +19.4% |
| All | +21.4% | +34.0% | -12.6% | +19.4% |
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