+29.8%
TRMB vs BBIO
+136.7%
-106.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.5% |
| 7D | -3.0% | -3.2% | +0.2% | -2.6% |
| 30D | +2.3% | -13.6% | +15.9% | +4.3% |
| 3M | +15.3% | +7.2% | +8.1% | +13.9% |
| 6M | -14.7% | +1.5% | -16.2% | -15.3% |
| YTD | -26.4% | -5.3% | -21.1% | -26.6% |
| 1Y | -30.4% | +37.7% | -68.1% | -34.2% |
| 3Y | +13.5% | +153.9% | -140.4% | -4.3% |
| 5Y | -38.6% | +43.9% | -82.5% | -54.5% |
| All | +29.8% | +136.7% | -106.8% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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