+218.3%
C vs TRMB
+109.2%
+109.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.2% | -1.6% | 0.0% |
| 7D | -0.4% | +4.1% | -4.5% | -2.4% |
| 30D | -5.3% | -5.1% | -0.3% | -4.4% |
| 3M | -8.0% | -2.6% | -5.4% | -8.9% |
| 6M | -0.3% | -2.7% | +2.4% | -2.1% |
| YTD | +8.6% | -27.9% | +36.6% | +24.5% |
| 1Y | +25.8% | -29.0% | +54.8% | +45.1% |
| 3Y | +221.2% | +35.0% | +186.2% | +158.4% |
| 5Y | +113.6% | -33.9% | +147.5% | +141.7% |
| 10Y | +218.3% | +106.1% | +112.2% | +76.9% |
| All | +218.3% | +109.2% | +109.1% | +76.9% |
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