+1,251.0%
BE vs TRMB
-37.5%
+1,288.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.2% | +10.8% | +10.6% |
| 7D | +29.8% | -0.3% | +30.0% | +30.0% |
| 30D | +26.4% | -1.2% | +27.6% | +26.3% |
| 3M | +9.3% | +9.6% | -0.3% | -3.7% |
| 6M | +105.1% | -16.1% | +121.2% | +128.2% |
| YTD | +219.0% | -25.0% | +244.0% | +284.4% |
| 1Y | +418.8% | -27.7% | +446.4% | +560.7% |
| 3Y | +1,784.6% | +15.3% | +1,769.3% | +1,362.7% |
| 5Y | +1,251.0% | -37.4% | +1,288.4% | +2,081.6% |
| All | +1,251.0% | -37.5% | +1,288.5% | +2,081.6% |
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