+1,800.1%
THC vs TRMB
+105.8%
+1,694.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.4% |
| 7D | +7.5% | -17.0% | +24.4% | +17.2% |
| 30D | +9.6% | -9.0% | +18.6% | +12.8% |
| 3M | +10.3% | -8.1% | +18.4% | +12.1% |
| 6M | +51.8% | -10.1% | +61.9% | +55.5% |
| YTD | +45.4% | -30.2% | +75.6% | +71.5% |
| 1Y | +40.8% | -30.7% | +71.5% | +66.3% |
| 3Y | +448.8% | +32.6% | +416.2% | +286.8% |
| 5Y | +263.4% | -38.1% | +301.5% | +327.4% |
| 10Y | +1,800.1% | +98.9% | +1,701.2% | +690.4% |
| All | +1,800.1% | +105.8% | +1,694.3% | +690.4% |
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