+52.9%
BEN vs TRMB
+103.0%
-50.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | -0.1% | -0.7% |
| 7D | +11.3% | +4.1% | +7.2% | +9.4% |
| 30D | +15.0% | -7.0% | +22.0% | +17.0% |
| 3M | +7.8% | -0.9% | +8.8% | +6.1% |
| 6M | +15.5% | -1.2% | +16.7% | +13.0% |
| YTD | +55.4% | -28.7% | +84.1% | +76.3% |
| 1Y | +63.3% | -32.1% | +95.3% | +89.2% |
| 3Y | +83.4% | +33.4% | +50.0% | +52.0% |
| 5Y | +28.1% | -35.6% | +63.7% | +43.7% |
| All | +52.9% | +103.0% | -50.1% | +12.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling