+690.7%
MSTR vs TRMB
+114.9%
+575.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.2% | -3.5% |
| 7D | +9.3% | -0.3% | +9.6% | +9.8% |
| 30D | +36.5% | -1.2% | +37.7% | +38.3% |
| 3M | +7.3% | +9.6% | -2.3% | -1.0% |
| 6M | +2.2% | -16.1% | +18.4% | +16.5% |
| YTD | -10.2% | -25.0% | +14.8% | +11.9% |
| 1Y | -58.6% | -27.7% | -30.9% | -47.0% |
| 3Y | +283.2% | +15.3% | +267.9% | +242.8% |
| 5Y | +113.8% | -37.4% | +151.2% | +204.0% |
| 10Y | +690.7% | +117.5% | +573.3% | +563.3% |
| All | +690.7% | +114.9% | +575.8% | +563.3% |
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