-41.5%
TRI vs TRMB
-28.6%
-12.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +0.6% |
| 7D | -7.9% | -3.0% | -4.8% | -5.7% |
| 30D | -4.5% | +2.3% | -6.8% | -5.9% |
| 3M | +22.1% | +15.3% | +6.8% | +12.6% |
| 6M | -2.8% | -14.7% | +11.9% | +5.6% |
| YTD | -23.4% | -26.4% | +3.0% | -13.7% |
| 1Y | -41.5% | -30.4% | -11.1% | -34.7% |
| All | -41.5% | -28.6% | -12.9% | -34.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling