+61.0%
ZM vs TRMB
+35.6%
+25.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.5% | +2.3% |
| 7D | +11.0% | +2.8% | +8.2% | +9.8% |
| 30D | +5.6% | -5.9% | +11.5% | +7.2% |
| 3M | -9.1% | -3.3% | -5.8% | -8.9% |
| 6M | -2.6% | +1.3% | -3.9% | -4.3% |
| YTD | +15.7% | -29.0% | +44.6% | +31.4% |
| 1Y | +18.8% | -27.8% | +46.5% | +33.9% |
| 3Y | +62.2% | +36.3% | +25.9% | +36.2% |
| 5Y | -60.9% | -35.8% | -25.0% | -57.4% |
| All | +61.0% | +35.6% | +25.3% | +65.5% |
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