-89.0%
OPEN vs TRMB
+30.0%
-119.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.3% |
| 7D | -15.0% | +2.8% | -17.8% | -17.3% |
| 30D | -40.2% | -5.9% | -34.3% | -39.8% |
| 3M | -67.4% | -3.3% | -64.1% | -68.4% |
| 6M | -74.0% | +1.3% | -75.4% | -76.5% |
| YTD | -79.6% | -29.0% | -50.6% | -72.8% |
| 1Y | -86.1% | -27.8% | -58.3% | -81.8% |
| 3Y | -41.4% | +36.3% | -77.7% | -65.4% |
| 5Y | -94.9% | -35.8% | -59.0% | -92.4% |
| All | -89.0% | +30.0% | -119.0% | -88.9% |
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