+553.0%
AMZN vs TRMB
+118.7%
+434.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.2% |
| 7D | -2.7% | -5.4% | +2.7% | -0.3% |
| 30D | -7.5% | -2.0% | -5.5% | -6.8% |
| 3M | +5.8% | +12.3% | -6.5% | -0.2% |
| 6M | +17.5% | -17.6% | +35.1% | +26.5% |
| YTD | +9.1% | -27.5% | +36.6% | +23.7% |
| 1Y | +9.4% | -29.1% | +38.5% | +24.9% |
| 3Y | +82.2% | +11.5% | +70.7% | +65.7% |
| 5Y | +45.2% | -39.5% | +84.7% | +68.2% |
| All | +553.0% | +118.7% | +434.3% | +379.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling