+27.7%
AVAV vs TRMB
-36.0%
+63.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.6% |
| 7D | +4.2% | +2.8% | +1.4% | +3.0% |
| 30D | -2.6% | -5.9% | +3.3% | -0.3% |
| 3M | -38.0% | -3.3% | -34.7% | -37.3% |
| 6M | -27.0% | +1.3% | -28.3% | -27.9% |
| YTD | -51.4% | -29.0% | -22.4% | -44.4% |
| 1Y | -60.2% | -27.8% | -32.5% | -54.9% |
| 3Y | -6.7% | +36.3% | -43.0% | -20.6% |
| All | +27.7% | -36.0% | +63.7% | +16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling