+1,709.5%
BE vs TRMB
+34.0%
+1,675.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.6% | -4.7% |
| 7D | +10.8% | +2.8% | +8.0% | +9.4% |
| 30D | -19.8% | -5.9% | -13.9% | -17.8% |
| 3M | -18.7% | -3.3% | -15.4% | -18.4% |
| 6M | -33.7% | +1.3% | -35.1% | -36.9% |
| YTD | +121.0% | -29.0% | +149.9% | +169.8% |
| 1Y | +85.4% | -27.8% | +113.2% | +125.4% |
| 3Y | +1,709.5% | +36.3% | +1,673.2% | +815.8% |
| All | +1,709.5% | +34.0% | +1,675.5% | +815.8% |
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