-41.2%
TECH vs TRMB
-38.3%
-2.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.3% |
| 7D | +0.2% | -16.7% | +16.8% | +8.6% |
| 30D | +0.3% | -9.9% | +10.3% | +4.1% |
| 3M | +1.3% | -7.6% | +8.9% | +3.1% |
| 6M | +54.0% | -14.7% | +68.6% | +62.5% |
| YTD | +24.3% | -30.9% | +55.2% | +48.1% |
| 1Y | +25.8% | -31.3% | +57.2% | +50.2% |
| 3Y | +26.0% | +29.4% | -3.5% | +1.9% |
| All | -41.2% | -38.3% | -2.9% | -25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling