+87.6%
AMZN vs TRMB
+34.4%
+53.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.6% | +0.8% |
| 7D | +2.8% | +4.1% | -1.3% | +1.4% |
| 30D | +3.4% | -7.0% | +10.4% | +3.9% |
| 3M | +0.1% | -0.9% | +1.0% | -2.2% |
| 6M | +0.6% | -1.2% | +1.8% | -2.2% |
| YTD | +15.9% | -28.7% | +44.6% | +29.9% |
| 1Y | +9.5% | -32.1% | +41.6% | +25.5% |
| All | +87.6% | +34.4% | +53.1% | +70.9% |
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