+260.9%
DXCM vs TRMB
+113.5%
+147.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.6% | +0.4% |
| 7D | -6.5% | -2.9% | -3.6% | -5.1% |
| 30D | -4.3% | -1.8% | -2.5% | -3.6% |
| 3M | +7.3% | +8.4% | -1.1% | +2.6% |
| 6M | +22.0% | -18.5% | +40.5% | +34.0% |
| YTD | +26.4% | -26.7% | +53.1% | +45.5% |
| 1Y | +7.0% | -28.3% | +35.3% | +23.6% |
| 3Y | -19.6% | +12.6% | -32.2% | -30.0% |
| 5Y | -39.3% | -38.7% | -0.6% | -27.0% |
| 10Y | +260.9% | +120.8% | +140.2% | +67.4% |
| All | +260.9% | +113.5% | +147.4% | +67.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling