+36.4%
BP vs TRMB
+13.0%
+23.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.6% | +2.6% |
| 7D | +0.9% | -0.3% | +1.2% | +0.9% |
| 30D | +9.1% | -1.2% | +10.4% | +9.2% |
| 3M | +3.9% | +9.6% | -5.7% | +2.6% |
| 6M | +13.6% | -16.1% | +29.8% | +16.3% |
| YTD | +34.0% | -25.0% | +59.0% | +39.8% |
| 1Y | +39.2% | -27.7% | +66.9% | +45.8% |
| 3Y | +36.4% | +15.3% | +21.1% | +29.3% |
| All | +36.4% | +13.0% | +23.4% | +29.3% |
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