-71.4%
OPEN vs TRMB
-31.2%
-40.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -17.3% | +31.1% | +20.8% |
| 7D | +3.7% | -15.7% | +19.4% | +8.5% |
| 30D | -14.3% | -7.8% | -6.5% | -16.0% |
| 3M | -51.9% | -9.3% | -42.6% | -52.4% |
| 6M | -61.4% | -20.8% | -40.6% | -56.8% |
| YTD | -66.0% | -30.8% | -35.3% | -53.8% |
| 1Y | -71.4% | -31.0% | -40.4% | -61.1% |
| All | -71.4% | -31.2% | -40.2% | -61.1% |
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