+748.4%
TT vs TRMB
+103.0%
+645.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.2% |
| 7D | +8.1% | +4.1% | +4.0% | +6.6% |
| 30D | -11.3% | -7.0% | -4.3% | -9.9% |
| 3M | -11.2% | -0.9% | -10.3% | -12.0% |
| 6M | -8.9% | -1.2% | -7.7% | -10.3% |
| YTD | +9.7% | -28.7% | +38.5% | +20.8% |
| 1Y | +1.3% | -32.1% | +33.3% | +13.4% |
| 3Y | +93.4% | +33.4% | +59.9% | +64.5% |
| 5Y | +133.5% | -35.6% | +169.1% | +155.3% |
| All | +748.4% | +103.0% | +645.4% | +492.5% |
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