-32.1%
TRMB vs BUD
+31.7%
-63.8%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +4.1% | -1.6% | +5.7% | +4.1% |
| 30D | -7.0% | +6.7% | -13.6% | -7.7% |
| 3M | -0.9% | +5.9% | -6.8% | -1.7% |
| 6M | -1.2% | +5.1% | -6.3% | -2.2% |
| YTD | -28.7% | +32.9% | -61.6% | -33.8% |
| 1Y | -32.1% | +31.8% | -63.9% | -36.7% |
| All | -32.1% | +31.7% | -63.8% | -36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling