+15.3%
TRMB vs BUD
+48.7%
-33.4%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.0% |
| 7D | -0.3% | +0.8% | -1.0% | -0.4% |
| 30D | -1.2% | -4.8% | +3.6% | -0.4% |
| 3M | +9.6% | +1.4% | +8.2% | +9.2% |
| 6M | -16.1% | +9.9% | -26.0% | -18.0% |
| YTD | -25.0% | +26.3% | -51.3% | -29.1% |
| 1Y | -27.7% | +36.1% | -63.8% | -32.9% |
| 3Y | +15.3% | +48.6% | -33.3% | -0.1% |
| All | +15.3% | +48.7% | -33.4% | -0.1% |
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