-25.1%
NOW vs TRMB
-36.0%
+10.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.8% |
| 7D | +0.3% | +2.8% | -2.6% | -1.5% |
| 30D | -27.0% | -5.9% | -21.1% | -25.8% |
| 3M | -19.6% | -3.3% | -16.3% | -19.7% |
| 6M | +17.5% | +1.3% | +16.1% | +14.4% |
| YTD | -33.3% | -29.0% | -4.3% | -17.8% |
| 1Y | -39.8% | -27.8% | -12.1% | -26.9% |
| 3Y | -19.9% | +36.3% | -56.2% | -39.9% |
| All | -25.1% | -36.0% | +10.9% | +13.6% |
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