+74.5%
UBER vs TRMB
+35.6%
+39.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.7% |
| 7D | -4.5% | -5.4% | +0.9% | -0.9% |
| 30D | -7.6% | -2.0% | -5.6% | -6.6% |
| 3M | +5.8% | +12.3% | -6.6% | -2.7% |
| 6M | +0.3% | -17.6% | +17.9% | +12.0% |
| YTD | -11.2% | -27.5% | +16.3% | +7.4% |
| 1Y | -23.0% | -29.1% | +6.1% | -6.1% |
| 3Y | +53.6% | +11.5% | +42.1% | +26.9% |
| 5Y | +81.9% | -39.5% | +121.4% | +137.3% |
| All | +74.5% | +35.6% | +39.0% | -14.2% |
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