+245.4%
NEE vs TRMB
+118.7%
+126.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.1% |
| 7D | -1.9% | -5.4% | +3.5% | -0.9% |
| 30D | -3.1% | -2.0% | -1.2% | -2.9% |
| 3M | -2.4% | +12.3% | -14.8% | -4.9% |
| 6M | -8.6% | -17.6% | +9.0% | -5.7% |
| YTD | +4.9% | -27.5% | +32.4% | +10.8% |
| 1Y | +19.4% | -29.1% | +48.5% | +26.4% |
| 3Y | +34.9% | +11.5% | +23.4% | +25.8% |
| 5Y | +11.0% | -39.5% | +50.5% | +16.7% |
| All | +245.4% | +118.7% | +126.7% | +177.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling