+29.3%
BEN vs TRMB
-36.0%
+65.3%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.6% |
| 7D | +6.8% | +2.8% | +4.0% | +5.4% |
| 30D | +18.0% | -5.9% | +23.8% | +19.1% |
| 3M | +7.5% | -3.3% | +10.8% | +6.6% |
| 6M | +14.7% | +1.3% | +13.4% | +10.2% |
| YTD | +56.1% | -29.0% | +85.1% | +80.2% |
| 1Y | +69.6% | -27.8% | +97.3% | +93.6% |
| 3Y | +87.7% | +36.3% | +51.4% | +45.6% |
| All | +29.3% | -36.0% | +65.3% | +46.5% |
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