+98.9%
TRMB vs BUD
-8.7%
+107.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.3% | +0.5% |
| 7D | -17.0% | +1.3% | -18.3% | -17.7% |
| 30D | -9.0% | +10.0% | -19.0% | -13.0% |
| 3M | -8.1% | +1.6% | -9.7% | -9.2% |
| 6M | -10.1% | +6.5% | -16.6% | -13.2% |
| YTD | -30.2% | +34.8% | -65.1% | -39.8% |
| 1Y | -30.7% | +36.5% | -67.2% | -40.6% |
| 3Y | +32.6% | +49.0% | -16.3% | +6.2% |
| 5Y | -38.1% | +51.7% | -89.8% | -51.7% |
| 10Y | +98.9% | -7.5% | +106.5% | +64.6% |
| All | +98.9% | -8.7% | +107.6% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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