+237.7%
SLV vs TRMB
+382.7%
-145.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.2% | -2.8% | 0.0% |
| 7D | -1.1% | +4.1% | -5.2% | -1.6% |
| 30D | -14.2% | -5.1% | -9.1% | -14.0% |
| 3M | -20.3% | -2.6% | -17.7% | -20.4% |
| 6M | -40.2% | -2.7% | -37.5% | -40.4% |
| YTD | -27.6% | -27.9% | +0.3% | -25.1% |
| 1Y | +0.4% | -29.0% | +29.5% | +4.1% |
| 3Y | +129.4% | +35.0% | +94.4% | +116.0% |
| 5Y | +99.8% | -33.9% | +133.7% | +103.5% |
| 10Y | +183.2% | +106.1% | +77.1% | +142.7% |
| All | +237.7% | +382.7% | -145.0% | +113.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling