+174.8%
NVT vs TRMB
+10.8%
+163.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.2% | -1.7% |
| 7D | +2.0% | -5.4% | +7.4% | +4.7% |
| 30D | -7.2% | -2.0% | -5.2% | -6.7% |
| 3M | -0.9% | +12.3% | -13.2% | -8.6% |
| 6M | +42.6% | -17.6% | +60.2% | +56.2% |
| YTD | +52.9% | -27.5% | +80.3% | +79.7% |
| 1Y | +64.5% | -29.1% | +93.6% | +96.0% |
| All | +174.8% | +10.8% | +163.9% | +163.9% |
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