+73.4%
NFLX vs TRMB
+13.0%
+60.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.6% |
| 7D | -5.0% | -0.3% | -4.7% | -4.9% |
| 30D | +3.5% | -1.2% | +4.8% | +3.7% |
| 3M | -7.1% | +9.6% | -16.7% | -9.1% |
| 6M | -22.5% | -16.1% | -6.3% | -20.0% |
| YTD | -18.1% | -25.0% | +6.9% | -13.6% |
| 1Y | -38.3% | -27.7% | -10.6% | -34.5% |
| 3Y | +73.4% | +15.3% | +58.1% | +65.8% |
| All | +73.4% | +13.0% | +60.3% | +65.8% |
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