+37.4%
GILD vs TRMB
-24.7%
+62.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | +3.7% | -2.5% | +6.2% | +3.9% |
| 30D | +14.6% | +1.5% | +13.1% | +14.3% |
| 3M | +17.7% | +6.8% | +10.9% | +16.6% |
| 6M | +3.1% | -14.9% | +18.1% | +1.3% |
| YTD | +24.5% | -24.1% | +48.6% | +23.7% |
| 1Y | +37.4% | -25.4% | +62.8% | +36.2% |
| All | +37.4% | -24.7% | +62.1% | +36.2% |
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