+103.5%
NU vs TRMB
+10.8%
+92.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.5% |
| 7D | -4.2% | -5.4% | +1.2% | -2.1% |
| 30D | +10.0% | -2.0% | +12.0% | +10.7% |
| 3M | +29.3% | +12.3% | +16.9% | +22.4% |
| 6M | +0.9% | -17.6% | +18.6% | +8.5% |
| YTD | -10.3% | -27.5% | +17.2% | +1.2% |
| 1Y | -3.2% | -29.1% | +25.9% | +10.0% |
| All | +103.5% | +10.8% | +92.7% | +96.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling