+237.9%
INTU vs TRMB
+96.4%
+141.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.5% | +0.6% |
| 7D | -1.2% | -16.6% | +15.3% | +6.6% |
| 30D | +12.4% | -8.9% | +21.3% | +16.0% |
| 3M | +2.3% | -6.3% | +8.6% | +4.0% |
| 6M | -13.3% | -10.0% | -3.4% | -10.2% |
| YTD | -47.9% | -30.1% | -17.8% | -38.5% |
| 1Y | -47.2% | -31.3% | -15.8% | -37.2% |
| 3Y | -33.9% | +30.8% | -64.7% | -45.2% |
| 5Y | -41.3% | -35.9% | -5.4% | -31.3% |
| 10Y | +237.9% | +101.7% | +136.2% | +167.8% |
| All | +237.9% | +96.4% | +141.4% | +167.8% |
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