+911.5%
BE vs TRMB
+70.6%
+840.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.4% | +8.3% |
| 7D | +20.0% | -2.5% | +22.5% | +22.6% |
| 30D | +7.9% | +1.5% | +6.4% | +5.2% |
| 3M | -13.2% | +6.8% | -20.0% | -22.1% |
| 6M | +53.5% | -14.9% | +68.4% | +68.2% |
| YTD | +191.0% | -24.1% | +215.1% | +245.5% |
| 1Y | +360.5% | -25.4% | +385.9% | +466.8% |
| 3Y | +1,568.0% | +8.0% | +1,560.0% | +1,282.8% |
| 5Y | +1,055.2% | -37.3% | +1,092.5% | +1,563.1% |
| All | +911.5% | +70.6% | +840.8% | +398.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling