+11.5%
NEE vs TRMB
-36.0%
+47.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -2.1% | +2.8% | -4.9% | -2.5% |
| 30D | +8.6% | -5.9% | +14.5% | +8.8% |
| 3M | -0.3% | -3.3% | +3.0% | -0.6% |
| 6M | -8.9% | +1.3% | -10.3% | -10.1% |
| YTD | +8.3% | -29.0% | +37.3% | +13.4% |
| 1Y | +4.3% | -27.8% | +32.0% | +8.7% |
| 3Y | +70.7% | +36.3% | +34.4% | +47.7% |
| All | +11.5% | -36.0% | +47.5% | +17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling