+15.3%
TRMB vs BB
+68.2%
-52.9%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.5% |
| 7D | -0.3% | +0.5% | -0.8% | -0.4% |
| 30D | -1.2% | -12.4% | +11.1% | +0.4% |
| 3M | +9.6% | -15.3% | +24.9% | +10.6% |
| 6M | -16.1% | +128.8% | -144.9% | -29.4% |
| YTD | -25.0% | +107.7% | -132.6% | -35.8% |
| 1Y | -27.7% | +103.9% | -131.6% | -38.2% |
| 3Y | +15.3% | +72.6% | -57.3% | -6.9% |
| All | +15.3% | +68.2% | -52.9% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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