+276.8%
THC vs TRMB
-38.3%
+315.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.4% |
| 7D | +3.7% | -16.7% | +20.4% | +9.7% |
| 30D | +9.0% | -9.9% | +19.0% | +11.4% |
| 3M | +10.4% | -7.6% | +18.0% | +11.1% |
| 6M | +45.7% | -14.7% | +60.3% | +51.1% |
| YTD | +42.6% | -30.9% | +73.5% | +61.1% |
| 1Y | +38.8% | -31.3% | +70.1% | +57.0% |
| 3Y | +418.8% | +29.4% | +389.4% | +296.4% |
| All | +276.8% | -38.3% | +315.0% | +334.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling