+504.6%
NOW vs TRMB
+105.8%
+398.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.2% |
| 7D | -3.1% | -17.0% | +13.9% | +6.1% |
| 30D | -27.0% | -9.0% | -18.0% | -24.4% |
| 3M | -17.7% | -8.1% | -9.6% | -15.1% |
| 6M | +12.7% | -10.1% | +22.8% | +18.2% |
| YTD | -32.9% | -30.2% | -2.7% | -18.9% |
| 1Y | -40.4% | -30.7% | -9.7% | -27.8% |
| 3Y | -17.1% | +32.6% | -49.7% | -31.2% |
| 5Y | -25.7% | -38.1% | +12.5% | -8.1% |
| 10Y | +504.6% | +98.9% | +405.7% | +299.4% |
| All | +504.6% | +105.8% | +398.8% | +299.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling