+885.0%
MSFT vs TRMB
+113.5%
+771.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.9% | +0.5% |
| 7D | -1.0% | -2.9% | +1.9% | +0.2% |
| 30D | -2.7% | -1.8% | -0.9% | -2.0% |
| 3M | +22.1% | +8.4% | +13.7% | +17.5% |
| 6M | +20.6% | -18.5% | +39.1% | +30.2% |
| YTD | +2.3% | -26.7% | +29.0% | +15.2% |
| 1Y | -0.5% | -28.3% | +27.8% | +12.4% |
| 3Y | +50.5% | +12.6% | +37.9% | +35.0% |
| 5Y | +72.3% | -38.7% | +111.0% | +97.6% |
| 10Y | +885.0% | +120.8% | +764.3% | +571.1% |
| All | +885.0% | +113.5% | +771.5% | +571.1% |
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