+208.8%
C vs TRMB
+96.4%
+112.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.4% | -16.6% | +16.2% | +7.8% |
| 30D | -5.2% | -8.9% | +3.7% | -2.2% |
| 3M | -9.1% | -6.3% | -2.8% | -8.1% |
| 6M | -1.6% | -10.0% | +8.4% | +0.6% |
| YTD | +6.9% | -30.1% | +37.1% | +24.5% |
| 1Y | +23.0% | -31.3% | +54.3% | +44.2% |
| 3Y | +216.1% | +30.8% | +185.3% | +158.5% |
| 5Y | +112.2% | -35.9% | +148.2% | +144.1% |
| 10Y | +208.8% | +101.7% | +107.1% | +74.5% |
| All | +208.8% | +96.4% | +112.3% | +74.5% |
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