+14.3%
TRMB vs IBB
+68.6%
-54.3%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.5% |
| 7D | -2.5% | +1.4% | -3.9% | -3.4% |
| 30D | +1.5% | +10.5% | -9.0% | -4.9% |
| 3M | +6.8% | +23.6% | -16.9% | -7.0% |
| 6M | -14.9% | +22.6% | -37.6% | -25.8% |
| YTD | -24.1% | +25.7% | -49.8% | -35.2% |
| 1Y | -25.4% | +51.4% | -76.8% | -44.5% |
| All | +14.3% | +68.6% | -54.3% | -21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling