+1,006.2%
TER vs TRMB
+96.4%
+909.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.4% | -0.3% |
| 7D | -8.9% | -16.6% | +7.7% | +1.0% |
| 30D | -39.1% | -8.9% | -30.2% | -36.3% |
| 3M | -32.8% | -6.3% | -26.4% | -31.7% |
| 6M | -31.7% | -10.0% | -21.8% | -30.4% |
| YTD | +26.9% | -30.1% | +57.1% | +51.0% |
| 1Y | +33.6% | -31.3% | +64.9% | +61.0% |
| 3Y | +181.5% | +30.8% | +150.7% | +121.8% |
| 5Y | +76.1% | -35.9% | +112.1% | +115.5% |
| 10Y | +1,006.2% | +101.7% | +904.5% | +655.4% |
| All | +1,006.2% | +96.4% | +909.8% | +655.4% |
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