+740.7%
GOOGL vs TRMB
+118.7%
+622.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.0% |
| 7D | -2.8% | -5.4% | +2.6% | -0.5% |
| 30D | -3.2% | -2.0% | -1.2% | -2.5% |
| 3M | -6.6% | +12.3% | -18.9% | -11.6% |
| 6M | +8.5% | -17.6% | +26.1% | +16.6% |
| YTD | +6.5% | -27.5% | +33.9% | +20.3% |
| 1Y | +39.4% | -29.1% | +68.5% | +58.6% |
| 3Y | +146.2% | +11.5% | +134.7% | +121.1% |
| 5Y | +138.3% | -39.5% | +177.8% | +175.5% |
| All | +740.7% | +118.7% | +622.0% | +478.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling