-2.9%
ADSK vs TRMB
+12.4%
-15.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.1% | -0.4% |
| 7D | -2.5% | -3.0% | +0.5% | -1.0% |
| 30D | -14.9% | +2.3% | -17.2% | -15.7% |
| 3M | +3.3% | +15.3% | -12.0% | -3.4% |
| 6M | -15.7% | -14.7% | -1.0% | -9.3% |
| YTD | -28.2% | -26.4% | -1.8% | -17.8% |
| 1Y | -34.5% | -30.4% | -4.1% | -23.4% |
| 3Y | -2.9% | +13.5% | -16.4% | -8.0% |
| All | -2.9% | +12.4% | -15.3% | -8.0% |
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