+29.9%
AAPL vs TRMB
-31.2%
+61.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -17.3% | +22.6% | +6.1% |
| 7D | +1.7% | -15.7% | +17.3% | +2.1% |
| 30D | +5.0% | -7.8% | +12.7% | +4.0% |
| 3M | +13.1% | -9.3% | +22.4% | +12.2% |
| 6M | +26.5% | -20.8% | +47.3% | +27.2% |
| YTD | +28.9% | -30.8% | +59.7% | +31.5% |
| 1Y | +29.9% | -31.0% | +60.9% | +32.2% |
| All | +29.9% | -31.2% | +61.1% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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