+1,335.2%
STX vs TRMB
+13.5%
+1,321.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.4% | +6.6% |
| 7D | +2.4% | -2.5% | +4.9% | +3.1% |
| 30D | +1.4% | +1.5% | -0.1% | +0.6% |
| 3M | -8.2% | +6.8% | -15.0% | -11.2% |
| 6M | +127.0% | -14.9% | +142.0% | +141.7% |
| YTD | +209.1% | -24.1% | +233.2% | +246.4% |
| 1Y | +365.4% | -25.4% | +390.8% | +425.7% |
| All | +1,335.2% | +13.5% | +1,321.7% | +1,323.8% |
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