-42.2%
INTU vs TRMB
-38.3%
-4.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.6% | -4.3% |
| 7D | +0.1% | -16.7% | +16.8% | +9.4% |
| 30D | +15.4% | -9.9% | +25.3% | +20.1% |
| 3M | +6.6% | -7.6% | +14.2% | +9.1% |
| 6M | -11.3% | -14.7% | +3.4% | -4.9% |
| YTD | -47.7% | -30.9% | -16.8% | -36.3% |
| 1Y | -47.0% | -31.3% | -15.7% | -35.4% |
| 3Y | -29.9% | +29.4% | -59.4% | -46.5% |
| All | -42.2% | -38.3% | -4.0% | -19.2% |
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 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