-9.5%
LVS vs TRMB
+102.3%
-111.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.9% |
| 7D | -0.8% | +2.8% | -3.7% | -2.2% |
| 30D | +10.0% | -5.9% | +15.9% | +11.0% |
| 3M | -11.0% | -3.3% | -7.7% | -11.8% |
| 6M | -20.1% | +1.3% | -21.5% | -23.3% |
| YTD | -36.3% | -29.0% | -7.4% | -27.3% |
| 1Y | -36.8% | -27.8% | -9.1% | -28.6% |
| 3Y | -9.5% | +36.3% | -45.8% | -29.2% |
| 5Y | +9.3% | -35.8% | +45.1% | +24.7% |
| All | -9.5% | +102.3% | -111.8% | -44.6% |
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