-31.4%
TRMB vs IBB
+38.4%
-69.8%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.7% | +0.4% |
| 7D | -17.0% | +2.7% | -19.7% | -17.7% |
| 30D | -9.0% | +6.3% | -15.3% | -10.9% |
| 3M | -8.1% | +11.1% | -19.2% | -11.8% |
| 6M | -10.1% | +29.2% | -39.3% | -18.5% |
| YTD | -30.2% | +30.2% | -60.4% | -38.1% |
| All | -31.4% | +38.4% | -69.8% | -41.3% |
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