+893.7%
TT vs TRMB
+114.9%
+778.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.7% | 0.0% |
| 7D | +1.6% | -0.3% | +1.8% | +1.7% |
| 30D | -7.3% | -1.2% | -6.1% | -7.1% |
| 3M | -2.6% | +9.6% | -12.2% | -6.4% |
| 6M | +5.9% | -16.1% | +22.0% | +11.7% |
| YTD | +15.4% | -25.0% | +40.4% | +26.1% |
| 1Y | +8.2% | -27.7% | +35.9% | +19.7% |
| 3Y | +122.7% | +15.3% | +107.4% | +100.3% |
| 5Y | +145.0% | -37.4% | +182.4% | +174.2% |
| 10Y | +893.7% | +117.5% | +776.3% | +524.4% |
| All | +893.7% | +114.9% | +778.8% | +524.4% |
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