+8.5%
NI vs TRMB
-31.2%
+39.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -17.3% | +18.8% | +1.7% |
| 7D | +3.9% | -15.7% | +19.6% | +4.0% |
| 30D | +15.3% | -7.8% | +23.0% | +15.1% |
| 3M | +2.4% | -9.3% | +11.7% | +2.3% |
| 6M | -4.5% | -20.8% | +16.3% | -3.7% |
| YTD | +11.4% | -30.8% | +42.1% | +13.7% |
| 1Y | +8.5% | -31.0% | +39.5% | +10.9% |
| All | +8.5% | -31.2% | +39.7% | +10.9% |
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