+41.5%
NU vs TRMB
-34.4%
+76.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.1% | -3.6% |
| 7D | -4.9% | -3.0% | -1.8% | -3.1% |
| 30D | +7.8% | +2.3% | +5.5% | +6.0% |
| 3M | +20.9% | +15.3% | +5.6% | +9.1% |
| 6M | +0.9% | -14.7% | +15.6% | +9.9% |
| YTD | -12.7% | -26.4% | +13.7% | +3.9% |
| 1Y | -6.4% | -30.4% | +24.0% | +15.1% |
| 3Y | +98.1% | +13.5% | +84.6% | +61.5% |
| All | +41.5% | -34.4% | +76.0% | +99.6% |
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 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