+428.4%
AXP vs TRMB
+96.4%
+331.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -0.6% | -16.6% | +15.9% | +7.2% |
| 30D | +5.0% | -8.9% | +13.8% | +8.2% |
| 3M | -4.2% | -6.3% | +2.1% | -3.1% |
| 6M | +2.9% | -10.0% | +12.9% | +5.5% |
| YTD | -11.6% | -30.1% | +18.5% | +2.6% |
| 1Y | -11.1% | -31.3% | +20.2% | +3.9% |
| 3Y | +116.7% | +30.8% | +85.9% | +78.6% |
| 5Y | +89.6% | -35.9% | +125.5% | +118.3% |
| 10Y | +428.4% | +101.7% | +326.7% | +228.2% |
| All | +428.4% | +96.4% | +331.9% | +228.2% |
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