+1,252.0%
MSTR vs TRMB
+1,882.3%
-630.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.3% | -1.0% |
| 7D | +12.2% | -2.5% | +14.7% | +13.5% |
| 30D | +45.2% | +1.5% | +43.6% | +44.6% |
| 3M | +10.4% | +6.8% | +3.6% | +7.2% |
| 6M | -2.5% | -14.9% | +12.5% | +4.1% |
| YTD | -6.0% | -24.1% | +18.1% | +5.3% |
| 1Y | -56.4% | -25.4% | -31.0% | -50.7% |
| 3Y | +306.3% | +8.0% | +298.3% | +301.0% |
| 5Y | +100.5% | -37.3% | +137.8% | +156.5% |
| 10Y | +741.1% | +116.8% | +624.3% | +591.3% |
| All | +1,252.0% | +1,882.3% | -630.4% | +267.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling