-10.8%
NVTS vs TRMB
-31.2%
+20.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -17.3% | +26.3% | +11.7% |
| 7D | -0.3% | -15.7% | +15.4% | +1.4% |
| 30D | -24.4% | -7.8% | -16.6% | -25.5% |
| 3M | -26.5% | -9.3% | -17.2% | -27.1% |
| 6M | -41.4% | -20.8% | -20.6% | -31.3% |
| YTD | +30.7% | -30.8% | +61.4% | +68.7% |
| 1Y | -10.8% | -31.0% | +20.2% | +15.5% |
| All | -10.8% | -31.2% | +20.4% | +15.5% |
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