+881.4%
TRMB vs BRKR
+172.5%
+709.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.7% | +1.5% |
| 7D | -3.0% | -8.7% | +5.6% | -1.1% |
| 30D | +2.3% | -9.9% | +12.2% | +4.5% |
| 3M | +15.3% | -3.1% | +18.4% | +14.2% |
| 6M | -14.7% | +45.5% | -60.2% | -23.7% |
| YTD | -26.4% | +13.7% | -40.1% | -30.9% |
| 1Y | -30.4% | +67.4% | -97.8% | -40.4% |
| 3Y | +13.5% | -13.2% | +26.7% | +9.1% |
| 5Y | -38.6% | -39.5% | +0.9% | -36.4% |
| 10Y | +121.8% | +153.5% | -31.7% | +71.3% |
| All | +881.4% | +172.5% | +709.0% | +408.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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