+67.6%
UBER vs TRMB
+32.7%
+34.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +1.0% |
| 7D | +1.6% | +2.8% | -1.2% | -0.2% |
| 30D | +0.6% | -5.9% | +6.4% | +1.9% |
| 3M | -8.2% | -3.3% | -4.9% | -9.0% |
| 6M | -6.7% | +1.3% | -8.1% | -11.0% |
| YTD | -14.7% | -29.0% | +14.3% | +1.5% |
| 1Y | -24.1% | -27.8% | +3.7% | -11.0% |
| 3Y | +33.4% | +36.3% | -2.9% | -6.7% |
| 5Y | +54.5% | -35.8% | +90.3% | +86.7% |
| All | +67.6% | +32.7% | +34.9% | -18.8% |
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