+42,932.5%
TECH vs TRMB
+3,100.8%
+39,831.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.1% |
| 7D | +0.2% | -17.0% | +17.2% | +3.0% |
| 30D | +0.5% | -9.0% | +9.5% | +1.7% |
| 3M | +0.9% | -8.1% | +9.0% | +1.8% |
| 6M | +51.0% | -10.1% | +61.1% | +52.6% |
| YTD | +24.4% | -30.2% | +54.6% | +31.1% |
| 1Y | +27.6% | -30.7% | +58.3% | +34.6% |
| 3Y | +29.9% | +32.6% | -2.7% | +23.9% |
| 5Y | -40.6% | -38.1% | -2.5% | -36.7% |
| 10Y | +196.7% | +98.9% | +97.8% | +168.3% |
| All | +42,932.5% | +3,100.8% | +39,831.7% | +26,874.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling