-6.8%
AVGO vs TRMB
-31.2%
+24.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -17.3% | +15.3% | +2.4% |
| 7D | -7.5% | -15.7% | +8.2% | -3.9% |
| 30D | -10.2% | -7.8% | -2.5% | -9.2% |
| 3M | -22.0% | -9.3% | -12.7% | -20.8% |
| 6M | -21.6% | -20.8% | -0.8% | -13.1% |
| YTD | -5.4% | -30.8% | +25.3% | +12.7% |
| 1Y | -6.8% | -31.0% | +24.1% | +12.7% |
| All | -6.8% | -31.2% | +24.4% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling