+263.7%
QCOM vs TRMB
+114.9%
+148.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.2% | +4.3% | +3.8% |
| 7D | +5.1% | -0.3% | +5.3% | +5.2% |
| 30D | +4.3% | -1.2% | +5.5% | +4.7% |
| 3M | -19.6% | +9.6% | -29.2% | -24.3% |
| 6M | +29.5% | -16.1% | +45.6% | +40.0% |
| YTD | +3.4% | -25.0% | +28.3% | +18.4% |
| 1Y | +10.9% | -27.7% | +38.6% | +29.3% |
| 3Y | +74.8% | +15.3% | +59.5% | +54.2% |
| 5Y | +36.2% | -37.4% | +73.6% | +63.4% |
| 10Y | +263.7% | +117.5% | +146.3% | +139.2% |
| All | +263.7% | +114.9% | +148.8% | +139.2% |
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