+45.0%
BBY vs TRMB
+12.4%
+32.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.6% | +2.5% |
| 7D | +0.6% | -3.0% | +3.6% | +1.9% |
| 30D | +9.4% | +2.3% | +7.1% | +8.2% |
| 3M | +19.3% | +15.3% | +4.0% | +11.9% |
| 6M | +47.9% | -14.7% | +62.6% | +56.9% |
| YTD | +39.6% | -26.4% | +66.0% | +57.9% |
| 1Y | +22.2% | -30.4% | +52.6% | +41.6% |
| 3Y | +45.0% | +13.5% | +31.4% | +34.8% |
| All | +45.0% | +12.4% | +32.5% | +34.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling