+3.4%
NI vs TRMB
-28.6%
+32.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.5% | -0.1% |
| 7D | 0.0% | -3.0% | +3.1% | +0.2% |
| 30D | -1.4% | +2.3% | -3.7% | -1.5% |
| 3M | -10.6% | +15.3% | -25.9% | -11.2% |
| 6M | -9.3% | -14.7% | +5.4% | -8.1% |
| YTD | +1.1% | -26.4% | +27.5% | +4.3% |
| 1Y | +3.4% | -30.4% | +33.8% | +8.1% |
| All | +3.4% | -28.6% | +32.0% | +8.1% |
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