+159.9%
DELL vs TRMB
-31.7%
+191.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.3% | -6.8% | -7.1% |
| 7D | +4.9% | +2.8% | +2.0% | +4.0% |
| 30D | -32.1% | -5.9% | -26.2% | -30.6% |
| 3M | -30.2% | -3.3% | -26.9% | -29.2% |
| 6M | +41.7% | +1.3% | +40.4% | +43.9% |
| YTD | +176.6% | -29.0% | +205.6% | +230.3% |
| 1Y | +159.9% | -27.8% | +187.7% | +202.1% |
| All | +159.9% | -31.7% | +191.7% | +202.1% |
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