-87.9%
OPEN vs TRMB
+27.9%
-115.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.1% | -7.2% | -7.2% |
| 7D | -24.7% | -16.6% | -8.2% | -13.8% |
| 30D | -41.0% | -8.9% | -32.1% | -38.5% |
| 3M | -62.4% | -6.3% | -56.0% | -62.3% |
| 6M | -73.9% | -10.0% | -63.9% | -73.0% |
| YTD | -77.5% | -30.1% | -47.4% | -69.6% |
| 1Y | -83.6% | -31.3% | -52.3% | -77.1% |
| 3Y | -37.0% | +30.8% | -67.8% | -61.1% |
| 5Y | -93.3% | -35.9% | -57.4% | -90.1% |
| All | -87.9% | +27.9% | -115.8% | -87.6% |
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