+554.5%
MSTR vs TRMB
+105.8%
+448.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.6% | -3.4% |
| 7D | -4.0% | -17.0% | +13.0% | +7.9% |
| 30D | -18.6% | -9.0% | -9.6% | -14.8% |
| 3M | +25.6% | -8.1% | +33.7% | +30.9% |
| 6M | -33.1% | -10.1% | -23.0% | -29.8% |
| YTD | -17.3% | -30.2% | +12.9% | +6.1% |
| 1Y | -48.1% | -30.7% | -17.4% | -33.2% |
| 3Y | +154.2% | +32.6% | +121.6% | +102.6% |
| 5Y | +46.2% | -38.1% | +84.3% | +108.2% |
| 10Y | +554.5% | +98.9% | +455.6% | +490.9% |
| All | +554.5% | +105.8% | +448.7% | +490.9% |
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