+944.8%
TRMD vs SPY
+217.6%
+727.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.2% |
| 7D | +8.7% | -2.0% | +10.7% | +9.5% |
| 30D | +29.8% | -1.7% | +31.4% | +30.6% |
| 3M | +27.3% | +4.7% | +22.6% | +25.0% |
| 6M | +37.5% | +12.5% | +25.0% | +31.2% |
| YTD | +99.1% | +11.7% | +87.4% | +90.5% |
| 1Y | +77.8% | +17.5% | +60.3% | +66.8% |
| 3Y | +111.6% | +76.6% | +35.0% | +71.1% |
| 5Y | +782.3% | +82.0% | +700.3% | +600.8% |
| All | +944.8% | +217.6% | +727.2% | +646.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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