+48.4%
NU vs TRMB
-33.2%
+81.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.5% |
| 7D | +6.0% | -0.3% | +6.3% | +6.2% |
| 30D | +10.8% | -1.2% | +12.0% | +11.3% |
| 3M | +32.2% | +9.6% | +22.6% | +23.2% |
| 6M | +5.1% | -16.1% | +21.3% | +15.9% |
| YTD | -8.4% | -25.0% | +16.6% | +7.8% |
| 1Y | +0.7% | -27.7% | +28.4% | +20.8% |
| 3Y | +125.1% | +15.3% | +109.8% | +81.9% |
| All | +48.4% | -33.2% | +81.6% | +106.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling