+57.0%
BEN vs TRMB
+13.0%
+44.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | +0.3% |
| 7D | +4.7% | -0.3% | +5.0% | +4.8% |
| 30D | +2.6% | -1.2% | +3.8% | +3.0% |
| 3M | +11.5% | +9.6% | +1.9% | +6.3% |
| 6M | +35.3% | -16.1% | +51.4% | +45.8% |
| YTD | +48.6% | -25.0% | +73.6% | +68.4% |
| 1Y | +46.7% | -27.7% | +74.4% | +68.6% |
| 3Y | +57.0% | +15.3% | +41.7% | +40.6% |
| All | +57.0% | +13.0% | +44.0% | +40.6% |
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 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