+95,174.4%
UNH vs TRMB
+3,381.2%
+91,793.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.8% |
| 7D | +1.1% | -2.5% | +3.6% | +1.3% |
| 30D | -3.8% | +1.5% | -5.3% | -4.0% |
| 3M | +0.7% | +6.8% | -6.0% | -0.1% |
| 6M | +37.9% | -14.9% | +52.8% | +39.9% |
| YTD | +21.9% | -24.1% | +46.0% | +25.2% |
| 1Y | +31.4% | -25.4% | +56.8% | +35.0% |
| 3Y | -11.4% | +8.0% | -19.4% | -13.4% |
| 5Y | +2.5% | -37.3% | +39.8% | +5.2% |
| 10Y | +242.9% | +116.8% | +126.1% | +205.8% |
| All | +95,174.4% | +3,381.2% | +91,793.2% | +66,707.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling