+4,258.1%
TRMB vs BB
+258.8%
+3,999.3%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.5% | -5.6% | +3.1% | -1.4% |
| 30D | +1.5% | -11.8% | +13.3% | +3.9% |
| 3M | +6.8% | -25.5% | +32.3% | +11.2% |
| 6M | -14.9% | +121.3% | -136.2% | -29.9% |
| YTD | -24.1% | +103.2% | -127.3% | -36.3% |
| 1Y | -25.4% | +102.6% | -128.0% | -37.7% |
| 3Y | +8.0% | +37.5% | -29.5% | -8.3% |
| 5Y | -37.3% | -30.4% | -6.9% | -40.8% |
| 10Y | +116.8% | 0.0% | +116.8% | +56.3% |
| All | +4,258.1% | +258.8% | +3,999.3% | +2,080.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling