+84.6%
MRK vs TRMB
-31.2%
+115.8%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -17.3% | +21.2% | +3.8% |
| 7D | +6.7% | -15.7% | +22.4% | +6.5% |
| 30D | +7.8% | -7.8% | +15.5% | +7.0% |
| 3M | +18.2% | -9.3% | +27.5% | +17.1% |
| 6M | +34.7% | -20.8% | +55.5% | +33.8% |
| YTD | +45.8% | -30.8% | +76.6% | +47.5% |
| 1Y | +84.6% | -31.0% | +115.5% | +86.8% |
| All | +84.6% | -31.2% | +115.8% | +86.8% |
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