+98.9%
TRMB vs RACE
+738.3%
-639.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.7% |
| 7D | -17.0% | +3.9% | -20.9% | -19.0% |
| 30D | -9.0% | +7.4% | -16.4% | -12.8% |
| 3M | -8.1% | +1.6% | -9.7% | -9.6% |
| 6M | -10.1% | +23.3% | -33.4% | -20.5% |
| YTD | -30.2% | +14.7% | -44.9% | -36.7% |
| 1Y | -30.7% | +2.5% | -33.2% | -33.3% |
| 3Y | +32.6% | +28.0% | +4.6% | +5.2% |
| 5Y | -38.1% | +69.8% | -108.0% | -59.5% |
| 10Y | +98.9% | +734.9% | -636.0% | -35.7% |
| All | +98.9% | +738.3% | -639.4% | -35.7% |
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