+268.3%
AMD vs TRMB
-37.9%
+306.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | +6.5% | -16.6% | +23.0% | +17.5% |
| 30D | -15.3% | -8.9% | -6.4% | -12.0% |
| 3M | +9.7% | -6.3% | +16.0% | +10.7% |
| 6M | +13.2% | -10.0% | +23.1% | +15.3% |
| YTD | +140.6% | -30.1% | +170.7% | +190.1% |
| 1Y | +111.2% | -31.3% | +142.5% | +158.3% |
| 3Y | +334.4% | +30.8% | +303.6% | +206.6% |
| 5Y | +268.3% | -35.9% | +304.3% | +442.7% |
| All | +268.3% | -37.9% | +306.3% | +442.7% |
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