+18.8%
NVDL vs TRMB
-28.6%
+47.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.7% |
| 7D | -10.3% | -3.0% | -7.3% | -9.2% |
| 30D | -7.1% | +2.3% | -9.4% | -7.7% |
| 3M | +6.6% | +15.3% | -8.7% | -1.0% |
| 6M | +21.1% | -14.7% | +35.8% | +31.8% |
| YTD | +15.2% | -26.4% | +41.6% | +37.7% |
| 1Y | +18.8% | -30.4% | +49.2% | +49.5% |
| All | +18.8% | -28.6% | +47.4% | +49.5% |
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