+48.4%
ENTG vs TRMB
+13.0%
+35.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +2.5% |
| 7D | +8.9% | -0.3% | +9.2% | +9.0% |
| 30D | -7.2% | -1.2% | -6.0% | -7.0% |
| 3M | +6.4% | +9.6% | -3.2% | -2.4% |
| 6M | +25.7% | -16.1% | +41.8% | +40.6% |
| YTD | +67.9% | -25.0% | +92.8% | +103.7% |
| 1Y | +72.4% | -27.7% | +100.1% | +116.2% |
| 3Y | +48.4% | +15.3% | +33.1% | +33.7% |
| All | +48.4% | +13.0% | +35.4% | +33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling