+261.2%
THC vs TRMB
+13.5%
+247.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.9% |
| 7D | -0.7% | -2.5% | +1.9% | +0.1% |
| 30D | +1.3% | +1.5% | -0.3% | +0.7% |
| 3M | +64.2% | +6.8% | +57.5% | +60.3% |
| 6M | +8.3% | -14.9% | +23.2% | +12.3% |
| YTD | +33.4% | -24.1% | +57.5% | +43.3% |
| 1Y | +37.7% | -25.4% | +63.1% | +48.3% |
| All | +261.2% | +13.5% | +247.7% | +211.9% |
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