+32.5%
XME vs TRMB
-28.6%
+61.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.3% |
| 7D | -4.2% | -3.0% | -1.2% | -3.6% |
| 30D | -2.7% | +2.3% | -5.0% | -3.2% |
| 3M | -3.9% | +15.3% | -19.2% | -7.7% |
| 6M | -1.0% | -14.7% | +13.7% | +4.4% |
| YTD | +9.8% | -26.4% | +36.2% | +24.1% |
| 1Y | +32.5% | -30.4% | +63.0% | +52.3% |
| All | +32.5% | -28.6% | +61.2% | +52.3% |
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