+103.8%
U vs TRMB
+29.6%
+74.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.9% |
| 7D | +32.3% | -17.0% | +49.3% | +48.4% |
| 30D | +9.7% | -9.0% | +18.7% | +13.6% |
| 3M | +19.6% | -8.1% | +27.7% | +22.1% |
| 6M | +82.6% | -10.1% | +92.7% | +89.7% |
| YTD | +16.4% | -30.2% | +46.6% | +53.6% |
| 1Y | +28.5% | -30.7% | +59.2% | +70.5% |
| 3Y | +103.8% | +32.6% | +71.1% | +41.6% |
| All | +103.8% | +29.6% | +74.1% | +41.6% |
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