+120.8%
TRMB vs BUD
-24.2%
+144.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.2% | -1.4% |
| 7D | -2.9% | -1.3% | -1.6% | -2.3% |
| 30D | -1.8% | -6.1% | +4.4% | +0.9% |
| 3M | +8.4% | -3.8% | +12.2% | +10.0% |
| 6M | -18.5% | +8.2% | -26.7% | -21.8% |
| YTD | -26.7% | +23.6% | -50.3% | -34.1% |
| 1Y | -28.3% | +33.4% | -61.7% | -37.8% |
| 3Y | +12.6% | +45.3% | -32.7% | -8.8% |
| 5Y | -38.7% | +44.3% | -83.0% | -51.1% |
| 10Y | +120.8% | -22.8% | +143.5% | +97.5% |
| All | +120.8% | -24.2% | +144.9% | +97.5% |
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