+98.0%
NI vs TRMB
-39.6%
+137.6%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | -0.6% | -5.4% | +4.8% | +0.2% |
| 30D | -1.4% | -2.0% | +0.6% | -1.2% |
| 3M | -10.6% | +12.3% | -22.9% | -12.3% |
| 6M | -9.9% | -17.6% | +7.7% | -7.5% |
| YTD | +1.2% | -27.5% | +28.6% | +5.9% |
| 1Y | +4.4% | -29.1% | +33.5% | +9.6% |
| 3Y | +68.6% | +11.5% | +57.1% | +61.2% |
| 5Y | +98.0% | -39.5% | +137.5% | +93.3% |
| All | +98.0% | -39.6% | +137.6% | +93.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling