+3,912.2%
TRMB vs BB
+325.9%
+3,586.3%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | -16.6% | +11.6% | -28.2% | -18.7% |
| 30D | -8.9% | +2.6% | -11.5% | -10.1% |
| 3M | -6.3% | +3.5% | -9.8% | -8.2% |
| 6M | -10.0% | +43.5% | -53.4% | -19.2% |
| YTD | -30.1% | +141.2% | -171.3% | -44.0% |
| 1Y | -31.3% | +97.4% | -128.7% | -42.9% |
| 3Y | +30.8% | +151.1% | -120.3% | -1.8% |
| 5Y | -35.9% | -12.8% | -23.1% | -42.6% |
| 10Y | +101.7% | +27.5% | +74.3% | +37.0% |
| All | +3,912.2% | +325.9% | +3,586.3% | +1,817.4% |
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