-8.0%
BA vs TRMB
-24.7%
+16.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.9% | +1.1% |
| 7D | +1.2% | -2.5% | +3.7% | +1.7% |
| 30D | -11.6% | +1.5% | -13.2% | -12.0% |
| 3M | -2.4% | +6.8% | -9.1% | -3.8% |
| 6M | -6.6% | -14.9% | +8.3% | -3.3% |
| YTD | -2.2% | -24.1% | +21.9% | +3.6% |
| 1Y | -8.0% | -25.4% | +17.4% | -3.1% |
| All | -8.0% | -24.7% | +16.7% | -3.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling