+2,490.2%
NVDL vs TRMB
+8.2%
+2,482.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -1.5% |
| 7D | -10.3% | -3.0% | -7.3% | -7.8% |
| 30D | -7.1% | +2.3% | -9.4% | -9.2% |
| 3M | +6.6% | +15.3% | -8.7% | -9.7% |
| 6M | +21.1% | -14.7% | +35.8% | +36.2% |
| YTD | +15.2% | -26.4% | +41.6% | +49.8% |
| 1Y | +18.8% | -30.4% | +49.2% | +63.4% |
| 3Y | +649.9% | +13.5% | +636.4% | +612.7% |
| All | +2,490.2% | +8.2% | +2,482.0% | +2,615.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling