+389.6%
BE vs TRMB
-29.4%
+419.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.5% | -2.5% |
| 7D | +23.9% | -2.9% | +26.8% | +24.5% |
| 30D | +27.8% | -1.8% | +29.6% | +28.1% |
| 3M | +3.7% | +8.4% | -4.7% | -0.3% |
| 6M | +78.0% | -18.5% | +96.5% | +105.6% |
| YTD | +209.9% | -26.7% | +236.6% | +299.1% |
| 1Y | +389.6% | -28.3% | +417.9% | +572.8% |
| All | +389.6% | -29.4% | +419.0% | +572.8% |
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 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