+271.8%
WPM vs TRMB
+11.9%
+259.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +1.4% |
| 7D | +3.9% | -2.9% | +6.8% | +4.3% |
| 30D | +17.7% | -1.8% | +19.5% | +17.9% |
| 3M | +39.4% | +8.4% | +31.0% | +38.1% |
| 6M | +6.4% | -18.5% | +24.9% | +8.4% |
| YTD | +34.0% | -26.7% | +60.7% | +38.0% |
| 1Y | +50.5% | -28.3% | +78.8% | +55.4% |
| All | +271.8% | +11.9% | +259.8% | +258.5% |
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