+1,446.4%
TRMB vs IBB
+554.8%
+891.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.0% | +3.9% | +2.4% |
| 7D | -17.9% | -3.6% | -14.3% | -16.3% |
| 30D | -12.0% | +3.4% | -15.4% | -14.6% |
| 3M | -8.4% | +9.5% | -17.9% | -15.2% |
| 6M | -21.5% | +23.3% | -44.8% | -33.6% |
| YTD | -31.5% | +24.5% | -56.1% | -42.8% |
| 1Y | -33.4% | +32.9% | -66.3% | -46.9% |
| 3Y | +26.5% | +76.6% | -50.1% | -18.2% |
| 5Y | -37.9% | +35.5% | -73.4% | -51.3% |
| 10Y | +107.3% | +156.7% | -49.4% | +3.1% |
| All | +1,446.4% | +554.8% | +891.5% | +229.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling