-56.4%
MSTR vs TRMB
-24.7%
-31.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.3% | -0.6% |
| 7D | +12.2% | -2.5% | +14.7% | +14.6% |
| 30D | +45.2% | +1.5% | +43.6% | +44.1% |
| 3M | +10.4% | +6.8% | +3.6% | +5.5% |
| 6M | -2.5% | -14.9% | +12.5% | +14.4% |
| YTD | -6.0% | -24.1% | +18.1% | +14.9% |
| 1Y | -56.4% | -25.4% | -31.0% | -45.6% |
| All | -56.4% | -24.7% | -31.7% | -45.6% |
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 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