+243.2%
INTC vs TRMB
+118.7%
+124.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.6% | -5.1% |
| 7D | +9.4% | -5.4% | +14.9% | +12.2% |
| 30D | +2.7% | -2.0% | +4.6% | +3.2% |
| 3M | -6.3% | +12.3% | -18.6% | -13.0% |
| 6M | +114.5% | -17.6% | +132.1% | +130.4% |
| YTD | +171.9% | -27.5% | +199.3% | +209.1% |
| 1Y | +305.0% | -29.1% | +334.1% | +365.9% |
| 3Y | +168.3% | +11.5% | +156.9% | +144.0% |
| 5Y | +102.3% | -39.5% | +141.8% | +137.2% |
| All | +243.2% | +118.7% | +124.5% | +150.5% |
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