-17.1%
OPEN vs TRMB
+13.5%
-30.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.7% | +1.6% |
| 7D | -4.3% | -2.5% | -1.7% | -2.0% |
| 30D | -16.2% | +1.5% | -17.7% | -17.6% |
| 3M | -36.4% | +6.8% | -43.1% | -40.7% |
| 6M | -35.5% | -14.9% | -20.5% | -25.7% |
| YTD | -46.0% | -24.1% | -21.9% | -30.9% |
| 1Y | -47.1% | -25.4% | -21.8% | -29.8% |
| All | -17.1% | +13.5% | -30.6% | -32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling