+120.2%
AXP vs TRMB
+29.6%
+90.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | 0.0% | +0.6% |
| 7D | -1.1% | -17.0% | +15.8% | +5.8% |
| 30D | +5.2% | -9.0% | +14.2% | +7.7% |
| 3M | -4.6% | -8.1% | +3.5% | -3.1% |
| 6M | +3.2% | -10.1% | +13.3% | +5.5% |
| YTD | -11.3% | -30.2% | +18.9% | +3.4% |
| 1Y | -11.0% | -30.7% | +19.7% | +4.0% |
| 3Y | +120.2% | +32.6% | +87.5% | +87.3% |
| All | +120.2% | +29.6% | +90.5% | +87.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling