+1.3%
BBY vs TRMB
-39.0%
+40.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.6% | +2.4% |
| 7D | +0.6% | -3.0% | +3.6% | +2.1% |
| 30D | +9.4% | +2.3% | +7.1% | +8.0% |
| 3M | +19.3% | +15.3% | +4.0% | +10.9% |
| 6M | +47.9% | -14.7% | +62.6% | +57.7% |
| YTD | +39.6% | -26.4% | +66.0% | +59.6% |
| 1Y | +22.2% | -30.4% | +52.6% | +43.4% |
| 3Y | +45.0% | +13.5% | +31.4% | +29.8% |
| All | +1.3% | -39.0% | +40.2% | +13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling