+518.1%
BE vs TRMB
-34.2%
+552.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +3.2% | +9.8% | +10.5% |
| 7D | +4.5% | +4.1% | +0.4% | +1.8% |
| 30D | -20.1% | -5.1% | -15.1% | -18.0% |
| 3M | -0.8% | -2.6% | +1.8% | -1.5% |
| 6M | -26.2% | -2.7% | -23.5% | -29.0% |
| YTD | +141.1% | -27.9% | +169.0% | +195.1% |
| 1Y | +64.8% | -29.0% | +93.9% | +108.7% |
| 3Y | +1,887.4% | +35.0% | +1,852.4% | +1,199.0% |
| 5Y | +518.1% | -33.9% | +552.0% | +769.1% |
| All | +518.1% | -34.2% | +552.3% | +769.1% |
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