+40.6%
NVDL vs TRMB
-24.7%
+65.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.7% | +2.0% |
| 7D | +11.7% | -2.5% | +14.2% | +12.7% |
| 30D | +7.8% | +1.5% | +6.3% | +7.4% |
| 3M | +3.3% | +6.8% | -3.5% | +1.7% |
| 6M | +38.9% | -14.9% | +53.8% | +52.1% |
| YTD | +28.5% | -24.1% | +52.6% | +49.8% |
| 1Y | +40.6% | -25.4% | +66.0% | +66.8% |
| All | +40.6% | -24.7% | +65.3% | +66.8% |
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 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