+132.5%
GOOGL vs TRMB
-39.0%
+171.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | +0.1% | -1.3% |
| 7D | -1.9% | -2.9% | +1.0% | -0.6% |
| 30D | -7.5% | -1.8% | -5.7% | -6.9% |
| 3M | -9.2% | +8.4% | -17.6% | -12.7% |
| 6M | +8.1% | -18.5% | +26.6% | +17.1% |
| YTD | +5.8% | -26.7% | +32.6% | +19.8% |
| 1Y | +38.3% | -28.3% | +66.6% | +57.5% |
| 3Y | +144.8% | +12.6% | +132.2% | +115.2% |
| 5Y | +132.5% | -38.7% | +171.3% | +179.6% |
| All | +132.5% | -39.0% | +171.5% | +179.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling