-41.7%
INTU vs TRMB
-37.5%
-4.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -3.0% | -3.4% |
| 7D | -7.5% | -0.3% | -7.3% | -7.4% |
| 30D | -1.9% | -1.2% | -0.7% | -1.2% |
| 3M | +4.9% | +9.6% | -4.7% | -1.0% |
| 6M | -33.2% | -16.1% | -17.1% | -25.9% |
| YTD | -51.4% | -25.0% | -26.4% | -42.3% |
| 1Y | -52.0% | -27.7% | -24.3% | -42.0% |
| 3Y | -40.7% | +15.3% | -56.0% | -49.7% |
| 5Y | -41.7% | -37.4% | -4.3% | -19.5% |
| All | -41.7% | -37.5% | -4.2% | -19.5% |
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