+159.7%
TRV vs TRMB
-39.0%
+198.6%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.6% | +1.8% |
| 7D | +1.9% | -3.0% | +5.0% | +2.4% |
| 30D | +1.7% | +2.3% | -0.6% | +1.3% |
| 3M | +23.9% | +15.3% | +8.6% | +20.9% |
| 6M | +26.3% | -14.7% | +41.0% | +29.1% |
| YTD | +30.8% | -26.4% | +57.2% | +36.9% |
| 1Y | +36.3% | -30.4% | +66.7% | +43.8% |
| 3Y | +145.0% | +13.5% | +131.5% | +136.1% |
| All | +159.7% | -39.0% | +198.6% | +174.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling