+718.9%
AVGO vs TRMB
-37.5%
+756.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.2% | +4.1% | +3.6% |
| 7D | -0.3% | -0.3% | 0.0% | -0.2% |
| 30D | -13.8% | -1.2% | -12.6% | -13.6% |
| 3M | -6.9% | +9.6% | -16.5% | -13.0% |
| 6M | +11.9% | -16.1% | +28.1% | +22.3% |
| YTD | +6.9% | -25.0% | +31.9% | +24.0% |
| 1Y | +7.4% | -27.7% | +35.1% | +27.3% |
| 3Y | +345.6% | +15.3% | +330.3% | +297.7% |
| 5Y | +718.9% | -37.4% | +756.3% | +922.5% |
| All | +718.9% | -37.5% | +756.4% | +922.5% |
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 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