+120.4%
MSTR vs TRMB
-37.2%
+157.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.3% | -0.3% |
| 7D | +12.2% | -2.5% | +14.7% | +15.6% |
| 30D | +45.2% | +1.5% | +43.6% | +43.3% |
| 3M | +10.4% | +6.8% | +3.6% | +1.2% |
| 6M | -2.5% | -14.9% | +12.5% | +14.8% |
| YTD | -6.0% | -24.1% | +18.1% | +25.4% |
| 1Y | -56.4% | -25.4% | -31.0% | -41.1% |
| 3Y | +306.3% | +8.0% | +298.3% | +244.2% |
| All | +120.4% | -37.2% | +157.6% | +299.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling