-99.1%
QID vs TRMB
+118.7%
-217.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.3% | +1.5% |
| 7D | +2.7% | -5.4% | +8.2% | -1.9% |
| 30D | +3.3% | -2.0% | +5.3% | +1.8% |
| 3M | -5.5% | +12.3% | -17.9% | +4.2% |
| 6M | -28.4% | -17.6% | -10.8% | -38.6% |
| YTD | -26.6% | -27.5% | +0.9% | -43.2% |
| 1Y | -34.1% | -29.1% | -5.0% | -49.2% |
| 3Y | -73.7% | +11.5% | -85.2% | -65.1% |
| 5Y | -80.7% | -39.5% | -41.2% | -79.9% |
| All | -99.1% | +118.7% | -217.8% | -96.8% |
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