-2.8%
BSX vs TRMB
-39.0%
+36.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.7% |
| 7D | -10.1% | -3.0% | -7.0% | -9.3% |
| 30D | -16.4% | +2.3% | -18.7% | -17.1% |
| 3M | -8.9% | +15.3% | -24.2% | -12.5% |
| 6M | -38.3% | -14.7% | -23.6% | -36.1% |
| YTD | -54.9% | -26.4% | -28.5% | -51.6% |
| 1Y | -58.8% | -30.4% | -28.4% | -55.2% |
| 3Y | -21.2% | +13.5% | -34.8% | -26.9% |
| All | -2.8% | -39.0% | +36.2% | +13.0% |
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 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