+24.7%
BROS vs TRMB
+34.4%
-9.8%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.6% | -3.2% |
| 7D | -2.5% | +4.1% | -6.6% | -4.3% |
| 30D | -11.2% | -7.0% | -4.3% | -9.6% |
| 3M | -33.9% | -0.9% | -33.0% | -35.1% |
| 6M | -33.5% | -1.2% | -32.3% | -35.1% |
| YTD | -44.9% | -28.7% | -16.2% | -35.6% |
| 1Y | -41.5% | -32.1% | -9.4% | -29.7% |
| All | +24.7% | +34.4% | -9.8% | -15.1% |
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