+32.6%
TRMB vs AMBA
+23.3%
+9.3%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.3% | -4.2% | +0.1% |
| 7D | -17.0% | 0.0% | -16.9% | -17.0% |
| 30D | -9.0% | -8.6% | -0.4% | -7.7% |
| 3M | -8.1% | -29.0% | +20.9% | -2.9% |
| 6M | -10.1% | -19.2% | +9.1% | -10.8% |
| YTD | -30.2% | -13.0% | -17.2% | -33.1% |
| 1Y | -30.7% | -31.3% | +0.6% | -29.8% |
| 3Y | +32.6% | +28.1% | +4.5% | +1.6% |
| All | +32.6% | +23.3% | +9.3% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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