+29.4%
TRMB vs BUD
+49.3%
-19.9%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.3% | +1.1% |
| 7D | -16.7% | +4.5% | -21.1% | -17.3% |
| 30D | -9.9% | +12.5% | -22.4% | -11.7% |
| 3M | -7.6% | 0.0% | -7.6% | -7.8% |
| 6M | -14.7% | +3.8% | -18.5% | -15.4% |
| YTD | -30.9% | +33.1% | -64.0% | -34.7% |
| 1Y | -31.3% | +35.5% | -66.9% | -35.4% |
| 3Y | +29.4% | +49.4% | -20.0% | +12.5% |
| All | +29.4% | +49.3% | -19.9% | +12.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling