+82.5%
NUE vs TRMB
-24.7%
+107.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | +4.2% | -2.5% | +6.7% | +4.6% |
| 30D | -5.0% | +1.5% | -6.5% | -5.2% |
| 3M | -0.2% | +6.8% | -7.0% | -1.4% |
| 6M | +49.1% | -14.9% | +64.1% | +53.0% |
| YTD | +61.0% | -24.1% | +85.1% | +70.4% |
| 1Y | +82.5% | -25.4% | +107.9% | +92.0% |
| All | +82.5% | -24.7% | +107.2% | +92.0% |
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