+286.5%
C vs TRMB
+114.9%
+171.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.1% |
| 7D | +3.2% | -0.3% | +3.4% | +3.3% |
| 30D | +1.3% | -1.2% | +2.5% | +1.6% |
| 3M | +3.1% | +9.6% | -6.5% | -3.0% |
| 6M | +29.6% | -16.1% | +45.7% | +40.2% |
| YTD | +19.0% | -25.0% | +43.9% | +36.1% |
| 1Y | +45.6% | -27.7% | +73.3% | +69.3% |
| 3Y | +269.3% | +15.3% | +254.0% | +226.8% |
| 5Y | +131.6% | -37.4% | +169.0% | +176.1% |
| 10Y | +286.5% | +117.5% | +169.1% | +109.1% |
| All | +286.5% | +114.9% | +171.6% | +109.1% |
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