+678.3%
DELL vs TRMB
+11.9%
+666.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +1.5% |
| 7D | +8.7% | -2.9% | +11.6% | +10.4% |
| 30D | +16.9% | -1.8% | +18.7% | +17.5% |
| 3M | +40.4% | +8.4% | +32.0% | +31.7% |
| 6M | +267.1% | -18.5% | +285.6% | +306.9% |
| YTD | +329.1% | -26.7% | +355.8% | +406.0% |
| 1Y | +346.9% | -28.3% | +375.2% | +432.8% |
| All | +678.3% | +11.9% | +666.4% | +686.0% |
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