+63.4%
NUE vs TRMB
+10.8%
+52.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | 0.0% | -0.5% |
| 7D | -2.7% | -5.4% | +2.8% | -0.4% |
| 30D | -6.1% | -2.0% | -4.1% | -5.6% |
| 3M | +2.2% | +12.3% | -10.1% | -3.7% |
| 6M | +50.8% | -17.6% | +68.4% | +62.9% |
| YTD | +57.5% | -27.5% | +85.0% | +80.2% |
| 1Y | +82.5% | -29.1% | +111.6% | +110.1% |
| All | +63.4% | +10.8% | +52.6% | +54.9% |
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 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