+62.3%
NEM vs TRMB
-29.0%
+91.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.8% |
| 7D | -3.3% | -5.4% | +2.1% | -2.4% |
| 30D | +7.8% | -2.0% | +9.8% | +8.2% |
| 3M | +36.3% | +12.3% | +23.9% | +32.9% |
| 6M | +6.6% | -17.6% | +24.2% | +11.2% |
| YTD | +27.1% | -27.5% | +54.6% | +39.5% |
| 1Y | +62.3% | -29.1% | +91.4% | +78.2% |
| All | +62.3% | -29.0% | +91.3% | +78.2% |
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