+19.6%
BTDR vs TRMB
-30.1%
+49.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.4% | +2.3% | +3.0% |
| 7D | -3.4% | -3.0% | -0.3% | -1.8% |
| 30D | +32.6% | +2.3% | +30.3% | +31.0% |
| 3M | -32.2% | +15.3% | -47.6% | -38.2% |
| 6M | +52.4% | -14.7% | +67.1% | +64.5% |
| YTD | +6.7% | -26.4% | +33.1% | +24.3% |
| 1Y | -15.2% | -30.4% | +15.2% | +2.4% |
| 3Y | +14.9% | +13.5% | +1.4% | +17.7% |
| 5Y | +20.8% | -38.6% | +59.4% | +21.9% |
| All | +19.6% | -30.1% | +49.7% | +23.2% |
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