+213.5%
TER vs TRMB
-27.5%
+241.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.4% | +4.3% |
| 7D | +11.0% | -0.3% | +11.2% | +11.0% |
| 30D | -1.9% | -1.2% | -0.6% | -1.5% |
| 3M | -0.7% | +9.6% | -10.3% | -2.4% |
| 6M | +36.4% | -16.1% | +52.5% | +51.2% |
| YTD | +92.4% | -25.0% | +117.4% | +132.5% |
| 1Y | +213.5% | -27.7% | +241.2% | +285.0% |
| All | +213.5% | -27.5% | +241.0% | +285.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling