+13,373.5%
COST vs TRMB
+3,340.8%
+10,032.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | -3.2% | -0.3% | -2.9% | -3.1% |
| 30D | -4.0% | -1.2% | -2.7% | -3.9% |
| 3M | -6.5% | +9.6% | -16.1% | -7.7% |
| 6M | -8.5% | -16.1% | +7.6% | -6.9% |
| YTD | +6.0% | -25.0% | +31.0% | +9.2% |
| 1Y | -5.8% | -27.7% | +21.9% | -2.7% |
| 3Y | +71.8% | +15.3% | +56.5% | +66.1% |
| 5Y | +106.2% | -37.4% | +143.6% | +112.9% |
| 10Y | +602.0% | +117.5% | +484.6% | +515.7% |
| All | +13,373.5% | +3,340.8% | +10,032.7% | +6,443.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling