+143.3%
DELL vs TRMB
-31.2%
+174.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -17.3% | +8.5% | -3.5% |
| 7D | -24.6% | -15.7% | -8.9% | -20.6% |
| 30D | -32.5% | -7.8% | -24.7% | -30.6% |
| 3M | -20.2% | -9.3% | -10.9% | -17.6% |
| 6M | +76.5% | -20.8% | +97.3% | +95.3% |
| YTD | +198.9% | -30.8% | +229.7% | +256.4% |
| 1Y | +143.3% | -31.0% | +174.3% | +189.9% |
| All | +143.3% | -31.2% | +174.6% | +189.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling