+357.7%
IGV vs TRMB
+121.9%
+235.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.4% |
| 7D | -2.9% | -3.0% | +0.1% | -1.4% |
| 30D | -1.5% | +2.3% | -3.8% | -2.6% |
| 3M | +11.7% | +15.3% | -3.6% | +3.7% |
| 6M | +18.4% | -14.7% | +33.1% | +27.6% |
| YTD | -3.9% | -26.4% | +22.5% | +11.1% |
| 1Y | -9.7% | -30.4% | +20.7% | +7.1% |
| 3Y | +38.4% | +13.5% | +24.9% | +26.0% |
| 5Y | +21.6% | -38.6% | +60.2% | +45.5% |
| All | +357.7% | +121.9% | +235.9% | +217.2% |
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