+36.3%
TRMB vs BAM
+85.6%
-49.3%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.5% |
| 7D | +2.8% | -2.7% | +5.5% | +4.2% |
| 30D | -5.9% | +15.5% | -21.4% | -14.2% |
| 3M | -3.3% | -6.9% | +3.6% | -0.5% |
| 6M | +1.3% | +9.9% | -8.5% | -5.8% |
| YTD | -29.0% | +1.4% | -30.4% | -31.2% |
| 1Y | -27.8% | +3.3% | -31.0% | -30.8% |
| 3Y | +36.3% | +83.6% | -47.3% | -8.4% |
| All | +36.3% | +85.6% | -49.3% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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