-10.6%
BA vs TRMB
-29.0%
+18.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.2% | -2.5% | +0.2% |
| 7D | -1.4% | +4.1% | -5.5% | -1.9% |
| 30D | -7.9% | -5.1% | -2.8% | -8.2% |
| 3M | -25.2% | -2.6% | -22.6% | -25.9% |
| 6M | -26.7% | -2.7% | -24.0% | -27.3% |
| YTD | -19.6% | -27.9% | +8.3% | -16.3% |
| 1Y | -10.6% | -29.0% | +18.4% | -7.0% |
| All | -10.6% | -29.0% | +18.4% | -7.0% |
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