+121.1%
MSTR vs TRMB
+34.0%
+87.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.2% |
| 7D | -13.4% | +2.8% | -16.3% | -15.4% |
| 30D | -22.1% | -5.9% | -16.2% | -21.3% |
| 3M | +15.0% | -3.3% | +18.3% | +13.8% |
| 6M | -37.3% | +1.3% | -38.7% | -41.3% |
| YTD | -26.5% | -29.0% | +2.4% | -3.4% |
| 1Y | -46.5% | -27.8% | -18.7% | -31.1% |
| 3Y | +121.1% | +36.3% | +84.8% | +130.9% |
| All | +121.1% | +34.0% | +87.1% | +130.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling