-16.7%
TRMB vs BIYA
-99.8%
+83.1%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.3% | +2.7% | -3.0% | -0.3% |
| 30D | -1.2% | -18.7% | +17.5% | -1.1% |
| 3M | +9.6% | -72.0% | +81.6% | +9.2% |
| 6M | -16.1% | -86.4% | +70.3% | -16.2% |
| YTD | -25.0% | -94.2% | +69.2% | -24.9% |
| 1Y | -27.7% | -98.4% | +70.7% | -25.7% |
| All | -16.7% | -99.8% | +83.1% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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