-58.6%
MSTR vs TRMB
-27.5%
-31.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +0.1% |
| 6M | +2.2% | -16.1% | +18.4% | +21.3% |
| YTD | -10.2% | -25.0% | +14.8% | +10.8% |
| 1Y | -58.6% | -27.7% | -30.9% | -47.5% |
| All | -58.6% | -27.5% | -31.1% | -47.5% |
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