+4,681.2%
DELL vs TRMB
+114.2%
+4,567.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.0% |
| 7D | +14.9% | -2.5% | +17.4% | +16.4% |
| 30D | +13.3% | +1.5% | +11.8% | +12.1% |
| 3M | +24.4% | +6.8% | +17.6% | +18.5% |
| 6M | +258.0% | -14.9% | +273.0% | +281.8% |
| YTD | +320.2% | -24.1% | +344.3% | +373.0% |
| 1Y | +319.1% | -25.4% | +344.4% | +375.2% |
| 3Y | +706.5% | +8.0% | +698.5% | +659.7% |
| 5Y | +1,071.9% | -37.3% | +1,109.2% | +1,281.5% |
| 10Y | +4,683.5% | +116.8% | +4,566.7% | +3,158.2% |
| All | +4,681.2% | +114.2% | +4,567.0% | +3,159.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling