+1,835.2%
TER vs TRMB
+118.7%
+1,716.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.4% | +4.9% |
| 7D | +11.0% | -0.3% | +11.2% | +11.0% |
| 30D | -1.9% | -1.2% | -0.6% | -1.9% |
| 3M | -0.7% | +9.6% | -10.3% | -9.0% |
| 6M | +36.4% | -16.1% | +52.5% | +48.0% |
| YTD | +92.4% | -25.0% | +117.4% | +122.6% |
| 1Y | +213.5% | -27.7% | +241.2% | +272.2% |
| 3Y | +277.2% | +15.3% | +261.9% | +225.3% |
| 5Y | +219.1% | -37.4% | +256.5% | +300.7% |
| All | +1,835.2% | +118.7% | +1,716.5% | +1,144.8% |
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