+855.6%
TRGP vs TRMB
+118.7%
+736.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.8% |
| 7D | -0.6% | -5.4% | +4.9% | +2.8% |
| 30D | +10.0% | -2.0% | +11.9% | +10.9% |
| 3M | +7.6% | +12.3% | -4.7% | -1.6% |
| 6M | +26.8% | -17.6% | +44.4% | +38.6% |
| YTD | +60.6% | -27.5% | +88.0% | +88.1% |
| 1Y | +82.5% | -29.1% | +111.6% | +114.8% |
| 3Y | +265.0% | +11.5% | +253.5% | +197.4% |
| 5Y | +645.9% | -39.5% | +685.3% | +807.2% |
| All | +855.6% | +118.7% | +736.9% | +340.3% |
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