+383.3%
TPR vs TRMB
+96.4%
+286.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.4% |
| 7D | +12.1% | -16.6% | +28.6% | +22.0% |
| 30D | +16.7% | -8.9% | +25.6% | +20.5% |
| 3M | -17.4% | -6.3% | -11.1% | -16.7% |
| 6M | +2.3% | -10.0% | +12.2% | +4.5% |
| YTD | +7.1% | -30.1% | +37.3% | +26.4% |
| 1Y | +29.5% | -31.3% | +60.8% | +54.0% |
| 3Y | +415.0% | +30.8% | +384.2% | +301.6% |
| 5Y | +261.5% | -35.9% | +297.4% | +327.2% |
| 10Y | +383.3% | +101.7% | +281.6% | +213.4% |
| All | +383.3% | +96.4% | +286.9% | +213.4% |
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