+4,277.6%
BEN vs TRMB
+3,381.2%
+896.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.6% | +3.8% |
| 7D | +0.2% | -2.5% | +2.8% | +0.8% |
| 30D | -0.5% | +1.5% | -2.1% | -1.0% |
| 3M | +9.7% | +6.8% | +3.0% | +7.8% |
| 6M | +33.9% | -14.9% | +48.8% | +38.2% |
| YTD | +49.0% | -24.1% | +73.1% | +57.5% |
| 1Y | +42.1% | -25.4% | +67.5% | +50.7% |
| 3Y | +51.9% | +8.0% | +43.9% | +47.8% |
| 5Y | +39.0% | -37.3% | +76.4% | +51.3% |
| 10Y | +57.9% | +116.8% | -58.9% | +31.9% |
| All | +4,277.6% | +3,381.2% | +896.5% | +2,211.7% |
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 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