-93.6%
OPEN vs TRMB
-38.3%
-55.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.9% | -22.7% | -22.7% |
| 7D | -22.2% | -16.7% | -5.5% | -10.4% |
| 30D | -38.3% | -9.9% | -28.4% | -34.9% |
| 3M | -59.4% | -7.6% | -51.8% | -58.8% |
| 6M | -74.4% | -14.7% | -59.7% | -71.7% |
| YTD | -76.0% | -30.9% | -45.0% | -66.5% |
| 1Y | -78.7% | -31.3% | -47.3% | -69.7% |
| 3Y | -30.0% | +29.4% | -59.4% | -60.3% |
| All | -93.6% | -38.3% | -55.4% | -89.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling