+200.5%
B vs TRMB
+105.8%
+94.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.2% | +4.1% |
| 7D | +11.3% | -17.0% | +28.3% | +13.3% |
| 30D | +2.9% | -9.0% | +12.0% | +3.5% |
| 3M | -2.9% | -8.1% | +5.3% | -2.5% |
| 6M | -1.2% | -10.1% | +8.9% | -0.7% |
| YTD | -1.3% | -30.2% | +28.9% | +2.1% |
| 1Y | +30.4% | -30.7% | +61.1% | +35.1% |
| 3Y | +195.3% | +32.6% | +162.7% | +181.6% |
| 5Y | +146.2% | -38.1% | +184.4% | +148.2% |
| 10Y | +200.5% | +98.9% | +101.6% | +195.5% |
| All | +200.5% | +105.8% | +94.7% | +195.5% |
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 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