+196.7%
TECH vs TRMB
+105.8%
+90.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.4% |
| 7D | +0.2% | -17.0% | +17.2% | +7.8% |
| 30D | +0.5% | -9.0% | +9.5% | +3.5% |
| 3M | +0.9% | -8.1% | +9.0% | +2.9% |
| 6M | +51.0% | -10.1% | +61.1% | +54.7% |
| YTD | +24.4% | -30.2% | +54.6% | +43.7% |
| 1Y | +27.6% | -30.7% | +58.3% | +47.7% |
| 3Y | +29.9% | +32.6% | -2.7% | +10.1% |
| 5Y | -40.6% | -38.1% | -2.5% | -31.3% |
| 10Y | +196.7% | +98.9% | +97.8% | +127.4% |
| All | +196.7% | +105.8% | +90.9% | +127.4% |
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