+270.9%
TRGP vs TRMB
+11.9%
+258.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.4% | -0.4% |
| 7D | -0.7% | -2.9% | +2.2% | 0.0% |
| 30D | +9.5% | -1.8% | +11.2% | +9.8% |
| 3M | +10.8% | +8.4% | +2.4% | +7.8% |
| 6M | +25.3% | -18.5% | +43.9% | +32.4% |
| YTD | +60.3% | -26.7% | +87.0% | +74.8% |
| 1Y | +84.6% | -28.3% | +112.9% | +101.9% |
| All | +270.9% | +11.9% | +258.9% | +250.7% |
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