+3,047.2%
DELL vs TRMB
+100.4%
+2,946.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.3% | -6.8% | -7.0% |
| 7D | +4.9% | +2.8% | +2.0% | +3.6% |
| 30D | -32.1% | -5.9% | -26.2% | -30.4% |
| 3M | -30.2% | -3.3% | -26.9% | -29.7% |
| 6M | +41.7% | +1.3% | +40.4% | +38.3% |
| YTD | +176.6% | -29.0% | +205.6% | +219.7% |
| 1Y | +159.9% | -27.8% | +187.7% | +198.3% |
| 3Y | +388.0% | +36.3% | +351.7% | +315.2% |
| 5Y | +578.2% | -35.8% | +614.0% | +690.4% |
| 10Y | +2,653.4% | +103.1% | +2,550.3% | +1,822.0% |
| All | +3,047.2% | +100.4% | +2,946.8% | +2,102.4% |
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 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