+366.0%
WDC vs TRMB
-28.6%
+394.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.4% | -4.4% | -2.9% |
| 7D | -4.3% | -3.0% | -1.3% | -4.4% |
| 30D | -1.5% | +2.3% | -3.8% | -1.5% |
| 3M | -15.5% | +15.3% | -30.8% | -18.2% |
| 6M | +66.5% | -14.7% | +81.2% | +82.8% |
| YTD | +159.9% | -26.4% | +186.3% | +220.8% |
| 1Y | +366.0% | -30.4% | +396.4% | +493.9% |
| All | +366.0% | -28.6% | +394.6% | +493.9% |
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