+736.3%
TT vs TRMB
+102.3%
+634.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +4.0% | +2.8% | +1.2% | +3.0% |
| 30D | -11.3% | -5.9% | -5.5% | -10.3% |
| 3M | -12.3% | -3.3% | -9.0% | -12.4% |
| 6M | -10.8% | +1.3% | -12.2% | -13.0% |
| YTD | +8.2% | -29.0% | +37.1% | +19.2% |
| 1Y | +1.5% | -27.8% | +29.2% | +11.0% |
| 3Y | +91.5% | +36.3% | +55.2% | +61.6% |
| 5Y | +130.2% | -35.8% | +166.0% | +152.0% |
| All | +736.3% | +102.3% | +634.0% | +484.7% |
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 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