+8,800.5%
NEE vs TRMB
+3,157.0%
+5,643.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -2.1% | +2.8% | -4.9% | -2.3% |
| 30D | +8.6% | -5.9% | +14.5% | +8.8% |
| 3M | -0.3% | -3.3% | +3.0% | -0.3% |
| 6M | -8.9% | +1.3% | -10.3% | -9.3% |
| YTD | +8.3% | -29.0% | +37.3% | +10.3% |
| 1Y | +4.3% | -27.8% | +32.0% | +6.0% |
| 3Y | +70.7% | +36.3% | +34.4% | +65.2% |
| 5Y | +12.8% | -35.8% | +48.6% | +14.1% |
| 10Y | +287.2% | +103.1% | +184.2% | +262.6% |
| All | +8,800.5% | +3,157.0% | +5,643.6% | +6,884.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling