+264.7%
BN vs TRMB
+113.5%
+151.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -0.7% |
| 7D | -3.0% | -2.9% | -0.1% | -1.5% |
| 30D | -13.0% | -1.8% | -11.2% | -12.4% |
| 3M | -15.2% | +8.4% | -23.6% | -19.3% |
| 6M | -5.9% | -18.5% | +12.6% | +3.3% |
| YTD | -15.8% | -26.7% | +11.0% | -2.5% |
| 1Y | -12.2% | -28.3% | +16.1% | +2.7% |
| 3Y | +72.2% | +12.6% | +59.6% | +57.9% |
| 5Y | +33.2% | -38.7% | +71.9% | +59.5% |
| 10Y | +264.7% | +120.8% | +143.9% | +140.8% |
| All | +264.7% | +113.5% | +151.1% | +140.8% |
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