+104.7%
TNA vs TRMB
+12.4%
+92.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.4% | -0.7% |
| 7D | -7.3% | -3.0% | -4.2% | -3.6% |
| 30D | -14.2% | +2.3% | -16.5% | -17.2% |
| 3M | -4.6% | +15.3% | -19.9% | -23.0% |
| 6M | +36.9% | -14.7% | +51.6% | +64.2% |
| YTD | +42.5% | -26.4% | +69.0% | +107.1% |
| 1Y | +45.8% | -30.4% | +76.2% | +132.3% |
| 3Y | +104.7% | +13.5% | +91.1% | +87.4% |
| All | +104.7% | +12.4% | +92.2% | +87.4% |
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 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