+1,582.8%
ASML vs TRMB
+109.2%
+1,473.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.2% | -1.4% | 0.0% |
| 7D | +2.5% | +4.1% | -1.6% | +0.4% |
| 30D | -12.2% | -5.1% | -7.2% | -10.8% |
| 3M | -14.6% | -2.6% | -12.0% | -15.2% |
| 6M | -1.7% | -2.7% | +0.9% | -3.9% |
| YTD | +44.3% | -27.9% | +72.2% | +66.3% |
| 1Y | +51.0% | -29.0% | +80.0% | +75.3% |
| 3Y | +137.6% | +35.0% | +102.6% | +81.3% |
| 5Y | +92.7% | -33.9% | +126.6% | +123.5% |
| 10Y | +1,582.8% | +106.1% | +1,476.7% | +1,028.6% |
| All | +1,582.8% | +109.2% | +1,473.6% | +1,028.6% |
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 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