+43.8%
WAB vs TRMB
-30.2%
+74.0%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | -0.1% | -1.1% |
| 7D | +7.9% | +4.1% | +3.8% | +7.5% |
| 30D | +4.9% | -7.0% | +11.9% | +4.9% |
| 3M | +1.8% | -0.9% | +2.7% | +1.0% |
| 6M | +12.0% | -1.2% | +13.2% | +11.5% |
| YTD | +41.3% | -28.7% | +70.0% | +52.4% |
| 1Y | +43.8% | -32.1% | +75.9% | +59.1% |
| All | +43.8% | -30.2% | +74.0% | +59.1% |
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