+3,676.0%
STX vs TRMB
+114.9%
+3,561.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.2% | +7.6% | +7.0% |
| 7D | +10.7% | -0.3% | +11.0% | +10.8% |
| 30D | +11.3% | -1.2% | +12.5% | +11.2% |
| 3M | +3.2% | +9.6% | -6.4% | -3.2% |
| 6M | +157.0% | -16.1% | +173.1% | +171.4% |
| YTD | +229.2% | -25.0% | +254.2% | +264.5% |
| 1Y | +381.8% | -27.7% | +409.5% | +442.5% |
| 3Y | +1,383.2% | +15.3% | +1,367.9% | +1,218.1% |
| 5Y | +1,144.9% | -37.4% | +1,182.3% | +1,320.2% |
| 10Y | +3,676.0% | +117.5% | +3,558.6% | +2,236.3% |
| All | +3,676.0% | +114.9% | +3,561.1% | +2,236.3% |
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 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