+407.0%
AXP vs TRMB
+102.3%
+304.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -0.1% | +2.8% | -2.9% | -1.5% |
| 30D | +4.4% | -5.9% | +10.3% | +5.9% |
| 3M | -6.4% | -3.3% | -3.1% | -6.7% |
| 6M | +4.2% | +1.3% | +2.8% | +0.4% |
| YTD | -12.4% | -29.0% | +16.6% | +0.8% |
| 1Y | -11.1% | -27.8% | +16.6% | +1.3% |
| 3Y | +114.9% | +36.3% | +78.6% | +73.4% |
| 5Y | +87.4% | -35.8% | +123.2% | +115.6% |
| All | +407.0% | +102.3% | +304.7% | +222.0% |
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 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