+358.4%
AVAV vs TRMB
+105.7%
+252.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.9% | +9.6% | +10.1% |
| 7D | -10.6% | -16.7% | +6.1% | -3.1% |
| 30D | -18.8% | -9.9% | -8.9% | -15.1% |
| 3M | -34.1% | -7.6% | -26.5% | -32.1% |
| 6M | -35.3% | -14.7% | -20.7% | -31.1% |
| YTD | -53.4% | -30.9% | -22.4% | -45.5% |
| 1Y | -65.6% | -31.3% | -34.3% | -59.7% |
| 3Y | -5.1% | +29.4% | -34.5% | -19.4% |
| 5Y | +18.5% | -37.4% | +55.9% | +36.0% |
| All | +358.4% | +105.7% | +252.6% | +198.9% |
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 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