+336.8%
ROIV vs TRMB
+34.0%
+302.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.1% |
| 7D | +1.7% | +2.8% | -1.2% | +1.0% |
| 30D | +17.6% | -5.9% | +23.4% | +17.7% |
| 3M | +9.0% | -3.3% | +12.3% | +7.9% |
| 6M | +35.3% | +1.3% | +33.9% | +31.3% |
| YTD | +82.2% | -29.0% | +111.2% | +98.2% |
| 1Y | +92.3% | -27.8% | +120.0% | +107.5% |
| 3Y | +336.8% | +36.3% | +300.5% | +236.6% |
| All | +336.8% | +34.0% | +302.8% | +236.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling