+250.5%
NEM vs TRMB
+11.9%
+238.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +1.7% |
| 7D | +3.1% | -2.9% | +5.9% | +3.6% |
| 30D | +10.0% | -1.8% | +11.8% | +10.3% |
| 3M | +30.9% | +8.4% | +22.5% | +28.8% |
| 6M | +10.5% | -18.5% | +29.1% | +14.3% |
| YTD | +29.7% | -26.7% | +56.5% | +36.8% |
| 1Y | +71.1% | -28.3% | +99.4% | +81.2% |
| All | +250.5% | +11.9% | +238.5% | +220.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling