+822.5%
NOW vs TRMB
+116.7%
+705.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -1.9% | -2.4% |
| 7D | -2.4% | -2.5% | +0.1% | -0.9% |
| 30D | +20.5% | +1.5% | +19.0% | +19.7% |
| 3M | +18.3% | +6.8% | +11.6% | +14.6% |
| 6M | +24.1% | -14.9% | +39.0% | +36.9% |
| YTD | -7.8% | -24.1% | +16.3% | +8.3% |
| 1Y | -21.4% | -25.4% | +4.0% | -7.3% |
| 3Y | +19.5% | +8.0% | +11.5% | +11.8% |
| 5Y | +4.1% | -37.3% | +41.4% | +28.8% |
| All | +822.5% | +116.7% | +705.8% | +508.4% |
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