+360.5%
BE vs TRMB
-24.7%
+385.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.4% | +7.5% |
| 7D | +20.0% | -2.5% | +22.5% | +20.4% |
| 30D | +7.9% | +1.5% | +6.4% | +7.6% |
| 3M | -13.2% | +6.8% | -20.0% | -13.9% |
| 6M | +53.5% | -14.9% | +68.4% | +75.1% |
| YTD | +191.0% | -24.1% | +215.1% | +270.7% |
| 1Y | +360.5% | -25.4% | +385.9% | +523.5% |
| All | +360.5% | -24.7% | +385.2% | +523.5% |
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 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