+324.8%
WM vs TRMB
+109.2%
+215.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.2% | -1.9% | +0.6% |
| 7D | +0.8% | +4.1% | -3.4% | 0.0% |
| 30D | +13.8% | -5.1% | +18.9% | +14.3% |
| 3M | +6.4% | -2.6% | +9.0% | +6.2% |
| 6M | +13.2% | -2.7% | +15.9% | +12.7% |
| YTD | +10.8% | -27.9% | +38.7% | +16.5% |
| 1Y | +20.2% | -29.0% | +49.2% | +26.6% |
| 3Y | +46.5% | +35.0% | +11.5% | +32.0% |
| 5Y | +61.3% | -33.9% | +95.2% | +66.9% |
| 10Y | +324.8% | +106.1% | +218.6% | +242.7% |
| All | +324.8% | +109.2% | +215.6% | +242.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling