+143.3%
AAPL vs TRMB
-36.0%
+179.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +4.1% | +2.8% | +1.3% | +3.1% |
| 30D | +4.0% | -5.9% | +9.8% | +4.5% |
| 3M | +16.8% | -3.3% | +20.1% | +15.9% |
| 6M | +19.4% | +1.3% | +18.1% | +15.6% |
| YTD | +31.5% | -29.0% | +60.5% | +46.2% |
| 1Y | +31.0% | -27.8% | +58.7% | +44.3% |
| 3Y | +95.3% | +36.3% | +59.0% | +54.1% |
| All | +143.3% | -36.0% | +179.4% | +181.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling