+810.9%
TRGP vs TRMB
+102.3%
+708.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.5% |
| 7D | +12.4% | +2.8% | +9.5% | +10.6% |
| 30D | +2.6% | -5.9% | +8.5% | +4.7% |
| 3M | +11.9% | -3.3% | +15.2% | +11.7% |
| 6M | +13.9% | +1.3% | +12.6% | +8.3% |
| YTD | +64.2% | -29.0% | +93.2% | +91.4% |
| 1Y | +78.5% | -27.8% | +106.3% | +105.0% |
| 3Y | +272.9% | +36.3% | +236.6% | +161.4% |
| 5Y | +510.7% | -35.8% | +546.5% | +593.4% |
| All | +810.9% | +102.3% | +708.6% | +312.6% |
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