+110,939.1%
AAPL vs TRMB
+3,381.2%
+107,558.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.3% |
| 7D | +0.1% | -2.5% | +2.6% | +0.6% |
| 30D | +3.0% | +1.5% | +1.5% | +2.6% |
| 3M | +2.9% | +6.8% | -3.9% | +1.3% |
| 6M | +22.1% | -14.9% | +37.0% | +25.8% |
| YTD | +18.0% | -24.1% | +42.1% | +24.3% |
| 1Y | +33.9% | -25.4% | +59.3% | +41.3% |
| 3Y | +71.2% | +8.0% | +63.2% | +64.7% |
| 5Y | +112.6% | -37.3% | +149.9% | +128.2% |
| 10Y | +1,198.8% | +116.8% | +1,082.0% | +970.8% |
| All | +110,939.1% | +3,381.2% | +107,558.0% | +41,393.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling