+19.3%
TECH vs TRMB
-30.2%
+49.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.2% | +0.4% |
| 7D | +0.2% | +4.1% | -3.8% | -1.0% |
| 30D | +0.5% | -7.0% | +7.5% | +1.1% |
| 3M | +1.0% | -0.9% | +1.9% | -1.7% |
| 6M | +54.1% | -1.2% | +55.3% | +49.5% |
| YTD | +24.4% | -28.7% | +53.1% | +45.5% |
| 1Y | +19.3% | -32.1% | +51.4% | +42.9% |
| All | +19.3% | -30.2% | +49.5% | +42.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling