+292.2%
P vs TRMB
-35.8%
+328.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.2% | +4.5% | +4.0% |
| 7D | +17.8% | +4.1% | +13.7% | +15.2% |
| 30D | -29.9% | -7.0% | -22.9% | -27.8% |
| 3M | -1.2% | -0.9% | -0.2% | -3.0% |
| 6M | +32.1% | -1.2% | +33.3% | +28.6% |
| YTD | +64.3% | -28.7% | +93.0% | +95.0% |
| 1Y | +24.3% | -32.1% | +56.4% | +52.5% |
| 3Y | +203.2% | +33.4% | +169.8% | +144.0% |
| All | +292.2% | -35.8% | +328.0% | +434.1% |
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 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