+707.9%
P vs TRMB
+105.8%
+602.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.1% | +5.2% | +5.6% |
| 7D | -9.6% | -17.0% | +7.3% | +0.9% |
| 30D | -33.4% | -9.0% | -24.4% | -30.3% |
| 3M | +14.2% | -8.1% | +22.3% | +17.4% |
| 6M | +31.6% | -10.1% | +41.6% | +35.5% |
| YTD | +53.5% | -30.2% | +83.7% | +86.1% |
| 1Y | +14.2% | -30.7% | +44.9% | +39.2% |
| 3Y | +190.5% | +32.6% | +157.9% | +125.2% |
| 5Y | +256.3% | -38.1% | +294.5% | +352.7% |
| 10Y | +707.9% | +98.9% | +608.9% | +357.1% |
| All | +707.9% | +105.8% | +602.1% | +357.1% |
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 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