+293.8%
TRV vs TRMB
+118.7%
+175.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | -1.5% | -5.4% | +3.9% | 0.0% |
| 30D | -1.8% | -2.0% | +0.2% | -1.4% |
| 3M | +21.6% | +12.3% | +9.2% | +17.6% |
| 6M | +22.5% | -17.6% | +40.1% | +28.0% |
| YTD | +28.1% | -27.5% | +55.6% | +38.1% |
| 1Y | +37.0% | -29.1% | +66.1% | +48.1% |
| 3Y | +141.9% | +11.5% | +130.4% | +125.2% |
| 5Y | +158.5% | -39.5% | +198.0% | +182.3% |
| All | +293.8% | +118.7% | +175.1% | +176.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling