+188.9%
TECH vs TRMB
+113.5%
+75.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.3% | +1.0% |
| 7D | -0.1% | -2.9% | +2.8% | +1.3% |
| 30D | +0.3% | -1.8% | +2.1% | +0.9% |
| 3M | +32.9% | +8.4% | +24.5% | +26.9% |
| 6M | +32.1% | -18.5% | +50.6% | +44.9% |
| YTD | +23.4% | -26.7% | +50.1% | +41.7% |
| 1Y | +34.1% | -28.3% | +62.4% | +55.2% |
| 3Y | +2.2% | +12.6% | -10.4% | -5.9% |
| 5Y | -41.8% | -38.7% | -3.1% | -31.5% |
| 10Y | +188.9% | +120.8% | +68.1% | +99.8% |
| All | +188.9% | +113.5% | +75.4% | +99.8% |
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 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