+45.2%
UBER vs TRMB
+11.9%
+33.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.5% | -1.8% |
| 7D | -7.0% | -2.9% | -4.1% | -5.9% |
| 30D | -8.9% | -1.8% | -7.1% | -8.3% |
| 3M | +1.0% | +8.4% | -7.4% | -2.4% |
| 6M | -3.7% | -18.5% | +14.8% | +3.7% |
| YTD | -13.0% | -26.7% | +13.7% | -2.3% |
| 1Y | -25.5% | -28.3% | +2.8% | -15.9% |
| All | +45.2% | +11.9% | +33.3% | +32.2% |
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 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