+3.3%
MSFT vs TRMB
-29.0%
+32.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.2% | -5.4% | -2.8% |
| 7D | -6.2% | +4.1% | -10.3% | -6.9% |
| 30D | -3.7% | -5.1% | +1.4% | -5.1% |
| 3M | +3.6% | -2.6% | +6.2% | +1.1% |
| 6M | +26.8% | -2.7% | +29.5% | +23.0% |
| YTD | +8.4% | -27.9% | +36.4% | +11.9% |
| 1Y | +3.3% | -29.0% | +32.3% | +6.8% |
| All | +3.3% | -29.0% | +32.2% | +6.8% |
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