+22.5%
BMY vs TRMB
+13.0%
+9.5%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -3.0% |
| 7D | -3.3% | -0.3% | -3.1% | -3.3% |
| 30D | 0.0% | -1.2% | +1.2% | +0.1% |
| 3M | +17.7% | +9.6% | +8.1% | +16.3% |
| 6M | +9.6% | -16.1% | +25.8% | +11.6% |
| YTD | +24.0% | -25.0% | +49.0% | +27.7% |
| 1Y | +45.1% | -27.7% | +72.8% | +49.8% |
| 3Y | +22.5% | +15.3% | +7.2% | +18.1% |
| All | +22.5% | +13.0% | +9.5% | +18.1% |
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