+40.4%
AVAV vs TRMB
-37.2%
+77.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.3% |
| 7D | -2.2% | -2.5% | +0.3% | -1.2% |
| 30D | -13.9% | +1.5% | -15.4% | -14.6% |
| 3M | -29.2% | +6.8% | -36.0% | -31.4% |
| 6M | -36.1% | -14.9% | -21.2% | -32.0% |
| YTD | -40.2% | -24.1% | -16.1% | -33.3% |
| 1Y | -36.2% | -25.4% | -10.8% | -28.5% |
| 3Y | +47.5% | +8.0% | +39.5% | +39.1% |
| All | +40.4% | -37.2% | +77.6% | +37.4% |
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