-31.0%
TRMB vs IBB
+42.2%
-73.2%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +2.6% | -19.9% | -18.0% |
| 7D | -15.7% | +2.2% | -17.9% | -16.3% |
| 30D | -7.8% | +6.3% | -14.1% | -9.7% |
| 3M | -9.3% | +16.3% | -25.6% | -14.4% |
| 6M | -20.8% | +30.0% | -50.8% | -28.5% |
| YTD | -30.8% | +31.1% | -61.9% | -38.9% |
| 1Y | -31.0% | +42.0% | -72.9% | -42.8% |
| All | -31.0% | +42.2% | -73.2% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling