+96.7%
TFC vs TRMB
+13.0%
+83.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -1.0% | -1.6% |
| 7D | +2.2% | -0.3% | +2.5% | +2.4% |
| 30D | -2.5% | -1.2% | -1.3% | -2.1% |
| 3M | +4.5% | +9.6% | -5.1% | -0.5% |
| 6M | +11.0% | -16.1% | +27.1% | +19.6% |
| YTD | +5.9% | -25.0% | +30.9% | +20.4% |
| 1Y | +14.6% | -27.7% | +42.3% | +32.0% |
| 3Y | +96.7% | +15.3% | +81.4% | +76.1% |
| All | +96.7% | +13.0% | +83.7% | +76.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling