+30,513.3%
AVGO vs TRMB
+357.2%
+30,156.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.4% | -4.6% |
| 7D | +18.2% | +2.8% | +15.3% | +16.6% |
| 30D | +0.2% | -5.9% | +6.1% | +2.1% |
| 3M | -16.8% | -3.3% | -13.5% | -16.7% |
| 6M | -16.5% | +1.3% | -17.8% | -19.1% |
| YTD | +0.8% | -29.0% | +29.8% | +15.8% |
| 1Y | +2.8% | -27.8% | +30.6% | +17.3% |
| 3Y | +278.5% | +36.3% | +242.2% | +215.4% |
| 5Y | +573.1% | -35.8% | +608.9% | +684.6% |
| 10Y | +2,598.7% | +103.1% | +2,495.6% | +1,667.4% |
| All | +30,513.3% | +357.2% | +30,156.1% | +12,025.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling