+449.1%
SN vs TRMB
+6.3%
+442.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.2% | -3.0% | -1.3% |
| 7D | +3.5% | +4.1% | -0.6% | +1.6% |
| 30D | +19.4% | -5.1% | +24.5% | +20.1% |
| 3M | +20.9% | -2.6% | +23.5% | +19.5% |
| 6M | +111.1% | -2.7% | +113.8% | +107.9% |
| YTD | +102.8% | -27.9% | +130.7% | +132.3% |
| 1Y | +146.2% | -29.0% | +175.2% | +184.3% |
| 3Y | +441.4% | +35.0% | +406.5% | +453.0% |
| All | +449.1% | +6.3% | +442.8% | +403.5% |
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