+10.3%
TSLA vs TRMB
-34.2%
+44.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.2% | -0.2% | +0.6% |
| 7D | +1.5% | +4.1% | -2.6% | -1.3% |
| 30D | +3.4% | -5.1% | +8.4% | +5.2% |
| 3M | +17.4% | -2.6% | +20.0% | +16.7% |
| 6M | -12.2% | -2.7% | -9.5% | -14.1% |
| YTD | -13.1% | -27.9% | +14.8% | +6.7% |
| 1Y | -11.1% | -29.0% | +17.9% | +10.2% |
| 3Y | +82.1% | +35.0% | +47.1% | +31.2% |
| 5Y | +10.3% | -33.9% | +44.2% | +53.3% |
| All | +10.3% | -34.2% | +44.5% | +53.3% |
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 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