+26.7%
NFLX vs TRMB
-37.5%
+64.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.4% |
| 7D | -5.0% | -0.3% | -4.7% | -4.9% |
| 30D | +3.5% | -1.2% | +4.8% | +4.0% |
| 3M | -7.1% | +9.6% | -16.7% | -11.3% |
| 6M | -22.5% | -16.1% | -6.3% | -17.0% |
| YTD | -18.1% | -25.0% | +6.9% | -8.0% |
| 1Y | -38.3% | -27.7% | -10.6% | -30.0% |
| 3Y | +73.4% | +15.3% | +58.1% | +44.1% |
| 5Y | +26.7% | -37.4% | +64.1% | +56.5% |
| All | +26.7% | -37.5% | +64.2% | +56.5% |
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