-99.1%
QID vs TRMB
+102.3%
-201.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +3.0% | +2.3% |
| 7D | -7.1% | +2.8% | -10.0% | -4.8% |
| 30D | +12.6% | -5.9% | +18.5% | +7.9% |
| 3M | +14.2% | -3.3% | +17.5% | +12.3% |
| 6M | +6.2% | +1.3% | +4.8% | +9.0% |
| YTD | -21.8% | -29.0% | +7.2% | -40.1% |
| 1Y | -23.1% | -27.8% | +4.6% | -39.8% |
| 3Y | -71.3% | +36.3% | -107.6% | -54.2% |
| 5Y | -77.0% | -35.8% | -41.2% | -74.9% |
| All | -99.1% | +102.3% | -201.4% | -96.9% |
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