+5,446.5%
NI vs TRMB
+3,381.2%
+2,065.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.6% |
| 7D | +2.0% | -2.5% | +4.5% | +2.2% |
| 30D | -3.5% | +1.5% | -5.1% | -3.7% |
| 3M | -9.1% | +6.8% | -15.9% | -9.7% |
| 6M | -11.8% | -14.9% | +3.1% | -10.9% |
| YTD | +1.1% | -24.1% | +25.2% | +3.0% |
| 1Y | +6.7% | -25.4% | +32.1% | +8.8% |
| 3Y | +71.1% | +8.0% | +63.1% | +68.4% |
| 5Y | +94.3% | -37.3% | +131.6% | +97.8% |
| 10Y | +135.8% | +116.8% | +19.0% | +116.7% |
| All | +5,446.5% | +3,381.2% | +2,065.3% | +4,303.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling