+130.7%
WFC vs TRMB
+13.0%
+117.7%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.1% | -1.7% |
| 7D | +1.1% | -0.3% | +1.3% | +1.2% |
| 30D | +0.8% | -1.2% | +2.0% | +1.1% |
| 3M | +9.3% | +9.6% | -0.3% | +4.0% |
| 6M | +10.6% | -16.1% | +26.8% | +18.9% |
| YTD | -4.1% | -25.0% | +20.9% | +8.6% |
| 1Y | +13.6% | -27.7% | +41.3% | +30.3% |
| 3Y | +130.7% | +15.3% | +115.4% | +110.9% |
| All | +130.7% | +13.0% | +117.7% | +110.9% |
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 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