+74.9%
CB vs TRMB
+34.0%
+40.9%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | +2.9% | +2.8% | +0.1% | +2.8% |
| 30D | +7.3% | -5.9% | +13.2% | +7.4% |
| 3M | +9.4% | -3.3% | +12.7% | +9.2% |
| 6M | +19.6% | +1.3% | +18.3% | +18.7% |
| YTD | +21.5% | -29.0% | +50.5% | +23.7% |
| 1Y | +28.0% | -27.8% | +55.8% | +30.1% |
| 3Y | +74.9% | +36.3% | +38.6% | +81.2% |
| All | +74.9% | +34.0% | +40.9% | +81.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling