+1,120.6%
MSTR vs TRMB
+1,703.7%
-583.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | -1.2% | -16.7% | +15.5% | +5.1% |
| 30D | -15.9% | -9.9% | -6.0% | -13.2% |
| 3M | +33.1% | -7.6% | +40.7% | +36.4% |
| 6M | -31.0% | -14.7% | -16.3% | -27.3% |
| YTD | -15.1% | -30.9% | +15.8% | -2.2% |
| 1Y | -45.6% | -31.3% | -14.3% | -37.2% |
| 3Y | +180.5% | +29.4% | +151.1% | +158.0% |
| 5Y | +61.7% | -37.4% | +99.0% | +106.2% |
| 10Y | +578.0% | +109.2% | +468.8% | +463.5% |
| All | +1,120.6% | +1,703.7% | -583.0% | +241.1% |
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