+81.5%
BSX vs TRMB
+118.7%
-37.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.2% | -3.8% |
| 7D | -8.2% | -5.4% | -2.8% | -6.4% |
| 30D | -15.8% | -2.0% | -13.8% | -15.4% |
| 3M | -10.8% | +12.3% | -23.2% | -14.6% |
| 6M | -38.4% | -17.6% | -20.8% | -34.7% |
| YTD | -54.8% | -27.5% | -27.3% | -50.1% |
| 1Y | -59.0% | -29.1% | -30.0% | -54.7% |
| 3Y | -20.0% | +11.5% | -31.5% | -27.3% |
| 5Y | -3.1% | -39.5% | +36.4% | +9.2% |
| All | +81.5% | +118.7% | -37.2% | +17.0% |
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 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