+102.0%
TRMB vs RACE
+740.1%
-638.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.6% |
| 7D | -16.7% | +5.1% | -21.8% | -19.2% |
| 30D | -9.9% | +7.7% | -17.6% | -13.7% |
| 3M | -7.6% | +2.2% | -9.8% | -9.3% |
| 6M | -14.7% | +23.8% | -38.4% | -24.7% |
| YTD | -30.9% | +13.9% | -44.8% | -37.1% |
| 1Y | -31.3% | +3.8% | -35.1% | -34.4% |
| 3Y | +29.4% | +28.0% | +1.4% | +2.5% |
| 5Y | -37.4% | +64.9% | -102.3% | -58.3% |
| All | +102.0% | +740.1% | -638.1% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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