+426.2%
BTSG vs TRMB
+9.8%
+416.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -1.0% | -5.7% | -6.2% |
| 7D | -5.8% | -5.4% | -0.4% | -3.3% |
| 30D | 0.0% | -2.0% | +1.9% | +0.7% |
| 3M | -4.5% | +12.3% | -16.8% | -10.1% |
| 6M | +40.0% | -17.6% | +57.6% | +52.9% |
| YTD | +54.6% | -27.5% | +82.0% | +79.9% |
| 1Y | +106.1% | -29.1% | +135.2% | +142.5% |
| All | +426.2% | +9.8% | +416.3% | +408.5% |
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