+47.0%
QCOM vs TRMB
+27.3%
+19.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.9% | +4.6% | +5.1% |
| 7D | +0.4% | -16.7% | +17.1% | +7.1% |
| 30D | -6.6% | -9.9% | +3.3% | -4.3% |
| 3M | +3.7% | -7.6% | +11.3% | +4.5% |
| 6M | -13.3% | -14.7% | +1.4% | -9.2% |
| YTD | -1.8% | -30.9% | +29.2% | +16.3% |
| 1Y | -2.5% | -31.3% | +28.8% | +15.4% |
| 3Y | +47.0% | +29.4% | +17.5% | +23.6% |
| All | +47.0% | +27.3% | +19.6% | +23.6% |
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