+352.1%
IDXX vs TRMB
+121.9%
+230.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -1.0% |
| 7D | -5.7% | -3.0% | -2.7% | -4.4% |
| 30D | -11.5% | +2.3% | -13.9% | -12.7% |
| 3M | -9.5% | +15.3% | -24.9% | -15.6% |
| 6M | -16.0% | -14.7% | -1.3% | -10.3% |
| YTD | -25.4% | -26.4% | +1.0% | -15.1% |
| 1Y | -21.8% | -30.4% | +8.6% | -8.8% |
| 3Y | +7.0% | +13.5% | -6.5% | -3.7% |
| 5Y | -26.0% | -38.6% | +12.6% | -13.7% |
| All | +352.1% | +121.9% | +230.2% | +219.0% |
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