+16.5%
BTDR vs TRMB
-39.6%
+56.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.0% | -5.5% | -6.0% |
| 7D | -3.2% | -5.4% | +2.2% | -0.3% |
| 30D | +32.7% | -2.0% | +34.6% | +34.0% |
| 3M | -28.4% | +12.3% | -40.7% | -33.8% |
| 6M | +51.7% | -17.6% | +69.3% | +67.0% |
| YTD | +2.9% | -27.5% | +30.3% | +20.9% |
| 1Y | -15.5% | -29.1% | +13.6% | +1.2% |
| 3Y | 0.0% | +11.5% | -11.5% | +3.2% |
| 5Y | +16.5% | -39.5% | +55.9% | +19.6% |
| All | +16.5% | -39.6% | +56.1% | +19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling