+27.2%
CB vs TRMB
-31.3%
+58.5%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.4% |
| 7D | -1.5% | -17.0% | +15.5% | -1.4% |
| 30D | +6.5% | -9.0% | +15.5% | +6.3% |
| 3M | +4.1% | -8.1% | +12.2% | +3.8% |
| 6M | +14.4% | -10.1% | +24.5% | +13.1% |
| YTD | +17.5% | -30.2% | +47.7% | +14.7% |
| All | +27.2% | -31.3% | +58.5% | +24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling