+11.9%
TRMB vs FRSH
-46.5%
+58.4%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -5.4% | -11.2% | +5.7% | -1.9% |
| 30D | -2.0% | -0.8% | -1.1% | -1.8% |
| 3M | +12.3% | +26.4% | -14.1% | +4.2% |
| 6M | -17.6% | +48.4% | -66.0% | -27.4% |
| YTD | -27.5% | -3.1% | -24.4% | -28.2% |
| 1Y | -29.1% | -8.7% | -20.4% | -28.9% |
| All | +11.9% | -46.5% | +58.4% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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