+6,334.4%
TRV vs TRMB
+3,340.8%
+2,993.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.9% |
| 7D | +0.5% | -0.3% | +0.7% | +0.5% |
| 30D | -4.9% | -1.2% | -3.6% | -4.7% |
| 3M | +23.7% | +9.6% | +14.1% | +22.2% |
| 6M | +20.3% | -16.1% | +36.4% | +22.6% |
| YTD | +27.1% | -25.0% | +52.0% | +31.1% |
| 1Y | +35.3% | -27.7% | +63.0% | +40.1% |
| 3Y | +139.8% | +15.3% | +124.5% | +132.2% |
| 5Y | +153.9% | -37.4% | +191.3% | +161.7% |
| 10Y | +285.9% | +117.5% | +168.4% | +238.5% |
| All | +6,334.4% | +3,340.8% | +2,993.6% | +4,205.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling