+220.1%
C vs TRMB
+105.8%
+114.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.4% | +1.9% |
| 7D | -0.9% | -17.0% | +16.0% | +7.5% |
| 30D | -5.4% | -9.0% | +3.6% | -2.4% |
| 3M | -9.2% | -8.1% | -1.0% | -7.3% |
| 6M | -1.8% | -10.1% | +8.2% | +0.4% |
| YTD | +6.7% | -30.2% | +36.9% | +24.3% |
| 1Y | +23.5% | -30.7% | +54.2% | +44.1% |
| 3Y | +219.8% | +32.6% | +187.2% | +159.6% |
| 5Y | +112.4% | -38.1% | +150.6% | +149.3% |
| 10Y | +220.1% | +98.9% | +121.2% | +85.3% |
| All | +220.1% | +105.8% | +114.3% | +85.3% |
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 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