+116.7%
TRMB vs BLDR
+383.3%
-266.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.4% | -0.9% | +0.6% |
| 7D | -3.0% | -8.2% | +5.2% | -0.2% |
| 30D | +2.3% | -16.6% | +19.0% | +8.6% |
| 3M | +15.3% | -23.2% | +38.5% | +24.6% |
| 6M | -14.7% | -33.7% | +19.0% | -4.1% |
| YTD | -26.4% | -41.3% | +14.9% | -14.5% |
| 1Y | -30.4% | -58.8% | +28.4% | -8.9% |
| 3Y | +13.5% | -57.5% | +71.0% | +36.8% |
| 5Y | -38.6% | +12.9% | -51.5% | -51.1% |
| All | +116.7% | +383.3% | -266.7% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 10y: compounded portfolio wealth divided by compounded BLDR 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…
10y analysis · Full analysis span regression · 6 months rolling