+181.2%
TSCO vs TRMB
+121.9%
+59.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -3.0% | -2.0% |
| 7D | -5.7% | -3.0% | -2.6% | -4.7% |
| 30D | -8.8% | +2.3% | -11.1% | -9.5% |
| 3M | +6.3% | +15.3% | -9.0% | +1.3% |
| 6M | -32.3% | -14.7% | -17.6% | -29.1% |
| YTD | -32.7% | -26.4% | -6.3% | -26.4% |
| 1Y | -43.7% | -30.4% | -13.3% | -37.5% |
| 3Y | -19.7% | +13.5% | -33.2% | -25.9% |
| 5Y | -11.6% | -38.6% | +27.0% | -3.1% |
| All | +181.2% | +121.9% | +59.4% | +112.3% |
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