+3.6%
NVT vs TRMB
-31.2%
+34.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -17.3% | +4.6% | -8.8% |
| 7D | -19.5% | -15.7% | -3.8% | -16.0% |
| 30D | -32.4% | -7.8% | -24.6% | -30.0% |
| 3M | -30.3% | -9.3% | -21.1% | -27.6% |
| 6M | -30.4% | -20.8% | -9.6% | -22.3% |
| YTD | +11.3% | -30.8% | +42.1% | +32.9% |
| 1Y | +3.6% | -31.0% | +34.6% | +24.7% |
| All | +3.6% | -31.2% | +34.8% | +24.7% |
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