+358.3%
DELL vs TRMB
-28.6%
+386.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.4% | +10.5% | +11.5% |
| 7D | +8.2% | -3.0% | +11.3% | +9.2% |
| 30D | +17.1% | +2.3% | +14.8% | +16.3% |
| 3M | +45.2% | +15.3% | +29.8% | +34.6% |
| 6M | +286.8% | -14.7% | +301.5% | +314.2% |
| YTD | +354.8% | -26.4% | +381.2% | +426.3% |
| 1Y | +358.3% | -30.4% | +388.7% | +440.4% |
| All | +358.3% | -28.6% | +386.9% | +440.4% |
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