+91.4%
ORCL vs TRMB
-37.2%
+128.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.1% | +3.6% |
| 7D | +5.3% | -2.5% | +7.8% | +6.5% |
| 30D | +10.0% | +1.5% | +8.4% | +9.1% |
| 3M | -32.6% | +6.8% | -39.4% | -35.0% |
| 6M | +4.9% | -14.9% | +19.9% | +12.2% |
| YTD | -17.8% | -24.1% | +6.3% | -7.5% |
| 1Y | -28.0% | -25.4% | -2.6% | -18.7% |
| 3Y | +36.0% | +8.0% | +28.0% | +31.7% |
| All | +91.4% | -37.2% | +128.7% | +129.3% |
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