+1,254.4%
AAPL vs TRMB
+118.7%
+1,135.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.5% | +4.0% |
| 7D | -0.5% | -5.4% | +4.9% | +1.8% |
| 30D | +7.1% | -2.0% | +9.1% | +7.8% |
| 3M | +12.1% | +12.3% | -0.2% | +6.4% |
| 6M | +25.4% | -17.6% | +43.0% | +34.4% |
| YTD | +20.5% | -27.5% | +47.9% | +35.4% |
| 1Y | +44.5% | -29.1% | +73.6% | +63.2% |
| 3Y | +85.8% | +11.5% | +74.3% | +66.3% |
| 5Y | +124.8% | -39.5% | +164.2% | +158.0% |
| All | +1,254.4% | +118.7% | +1,135.7% | +911.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling