-23.0%
UBER vs TRMB
-29.0%
+6.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.4% |
| 7D | -4.5% | -5.4% | +0.9% | -2.7% |
| 30D | -7.6% | -2.0% | -5.6% | -7.1% |
| 3M | +5.8% | +12.3% | -6.6% | +2.4% |
| 6M | +0.3% | -17.6% | +17.9% | +4.2% |
| YTD | -11.2% | -27.5% | +16.3% | -4.1% |
| 1Y | -23.0% | -29.1% | +6.1% | -16.5% |
| All | -23.0% | -29.0% | +6.0% | -16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling