+76.4%
AMZN vs TRMB
+11.9%
+64.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.6% | -0.9% |
| 7D | -1.0% | -2.9% | +1.9% | 0.0% |
| 30D | -9.2% | -1.8% | -7.5% | -8.8% |
| 3M | +3.4% | +8.4% | -5.0% | -0.3% |
| 6M | +18.2% | -18.5% | +36.7% | +27.0% |
| YTD | +9.3% | -26.7% | +36.1% | +22.4% |
| 1Y | +5.9% | -28.3% | +34.2% | +19.3% |
| All | +76.4% | +11.9% | +64.4% | +73.6% |
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