+1,614.5%
TRMB vs IBB
+560.8%
+1,053.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.4% |
| 7D | -2.5% | +1.4% | -3.9% | -3.5% |
| 30D | +1.5% | +10.5% | -9.0% | -5.7% |
| 3M | +6.8% | +23.6% | -16.9% | -8.6% |
| 6M | -14.9% | +22.6% | -37.6% | -27.2% |
| YTD | -24.1% | +25.7% | -49.8% | -36.4% |
| 1Y | -25.4% | +51.4% | -76.8% | -45.3% |
| 3Y | +8.0% | +64.4% | -56.4% | -25.9% |
| 5Y | -37.3% | +22.1% | -59.5% | -46.7% |
| 10Y | +116.8% | +132.5% | -15.7% | +16.1% |
| All | +1,614.5% | +560.8% | +1,053.6% | +266.4% |
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