+308.9%
MSTR vs TRMB
+8.5%
+300.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.3% | -0.5% |
| 7D | +12.2% | -2.5% | +14.7% | +14.8% |
| 30D | +45.2% | +1.5% | +43.6% | +43.9% |
| 3M | +10.4% | +6.8% | +3.6% | +3.8% |
| 6M | -2.5% | -14.9% | +12.5% | +11.7% |
| YTD | -6.0% | -24.1% | +18.1% | +18.2% |
| 1Y | -56.4% | -25.4% | -31.0% | -44.5% |
| All | +308.9% | +8.5% | +300.3% | +315.0% |
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