+3.4%
NU vs TRMB
-24.7%
+28.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -0.9% | -1.6% |
| 7D | +7.5% | -2.5% | +10.0% | +8.4% |
| 30D | +6.1% | +1.5% | +4.6% | +5.5% |
| 3M | +26.8% | +6.8% | +20.0% | +23.9% |
| 6M | +2.5% | -14.9% | +17.4% | +8.7% |
| YTD | -8.2% | -24.1% | +15.9% | +1.5% |
| 1Y | +3.4% | -25.4% | +28.8% | +14.2% |
| All | +3.4% | -24.7% | +28.0% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling