+7.9%
ZBH vs TRMB
-31.2%
+39.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -17.3% | +30.8% | +13.3% |
| 7D | +14.3% | -15.7% | +30.0% | +13.6% |
| 30D | +20.3% | -7.8% | +28.0% | +17.4% |
| 3M | +15.3% | -9.3% | +24.6% | +12.7% |
| 6M | +33.9% | -20.8% | +54.8% | +32.1% |
| YTD | +23.5% | -30.8% | +54.2% | +22.2% |
| 1Y | +7.9% | -31.0% | +38.9% | +7.4% |
| All | +7.9% | -31.2% | +39.1% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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