+28.1%
BA vs TRMB
+105.8%
-77.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.6% | -1.1% |
| 7D | -1.7% | -17.0% | +15.2% | +6.7% |
| 30D | -9.5% | -9.0% | -0.4% | -6.5% |
| 3M | -26.5% | -8.1% | -18.3% | -24.8% |
| 6M | -27.4% | -10.1% | -17.3% | -25.5% |
| YTD | -20.6% | -30.2% | +9.6% | -7.4% |
| 1Y | -11.4% | -30.7% | +19.3% | +3.3% |
| 3Y | -10.8% | +32.6% | -43.5% | -31.7% |
| 5Y | -21.9% | -38.1% | +16.2% | -8.3% |
| 10Y | +28.1% | +98.9% | -70.8% | -20.5% |
| All | +28.1% | +105.8% | -77.7% | -20.5% |
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