+78.2%
AAPL vs TRMB
+11.9%
+66.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.1% | +0.3% |
| 7D | -3.0% | -2.9% | -0.1% | -2.2% |
| 30D | +2.3% | -1.8% | +4.1% | +2.7% |
| 3M | +8.6% | +8.4% | +0.2% | +6.1% |
| 6M | +21.6% | -18.5% | +40.1% | +27.5% |
| YTD | +16.3% | -26.7% | +43.0% | +25.3% |
| 1Y | +35.1% | -28.3% | +63.4% | +45.9% |
| All | +78.2% | +11.9% | +66.3% | +75.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling