+950.1%
THC vs TRMB
+114.9%
+835.2%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -1.5% |
| 7D | -2.6% | -0.3% | -2.3% | -2.4% |
| 30D | -1.2% | -1.2% | +0.1% | -0.7% |
| 3M | +58.9% | +9.6% | +49.3% | +49.7% |
| 6M | +9.3% | -16.1% | +25.5% | +20.2% |
| YTD | +30.4% | -25.0% | +55.3% | +51.8% |
| 1Y | +34.6% | -27.7% | +62.3% | +59.4% |
| 3Y | +246.7% | +15.3% | +231.4% | +178.2% |
| 5Y | +244.5% | -37.4% | +281.9% | +318.5% |
| 10Y | +950.1% | +117.5% | +832.6% | +344.1% |
| All | +950.1% | +114.9% | +835.2% | +344.1% |
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 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