+2,770.9%
AVGO vs TRMB
+121.9%
+2,649.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.5% |
| 7D | +1.1% | -3.0% | +4.2% | +2.8% |
| 30D | -13.0% | +2.3% | -15.3% | -14.4% |
| 3M | -6.0% | +15.3% | -21.3% | -14.6% |
| 6M | +6.4% | -14.7% | +21.1% | +14.3% |
| YTD | +5.0% | -26.4% | +31.4% | +21.8% |
| 1Y | +1.4% | -30.4% | +31.8% | +21.5% |
| 3Y | +336.8% | +13.5% | +323.3% | +292.7% |
| 5Y | +698.2% | -38.6% | +736.8% | +878.9% |
| All | +2,770.9% | +121.9% | +2,649.1% | +1,842.5% |
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