+2,521.4%
PWR vs TRMB
+121.9%
+2,399.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +4.5% |
| 7D | +4.2% | -3.0% | +7.2% | +5.6% |
| 30D | -4.0% | +2.3% | -6.4% | -5.4% |
| 3M | -4.8% | +15.3% | -20.1% | -12.1% |
| 6M | +14.6% | -14.7% | +29.3% | +20.9% |
| YTD | +54.2% | -26.4% | +80.6% | +73.1% |
| 1Y | +67.1% | -30.4% | +97.5% | +92.6% |
| 3Y | +218.5% | +13.5% | +204.9% | +184.5% |
| 5Y | +466.3% | -38.6% | +504.9% | +557.8% |
| All | +2,521.4% | +121.9% | +2,399.6% | +1,544.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling