+43.0%
NVTS vs TRMB
+11.9%
+31.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -1.6% |
| 7D | +3.5% | -2.9% | +6.4% | +5.6% |
| 30D | -11.9% | -1.8% | -10.1% | -11.5% |
| 3M | -49.2% | +8.4% | -57.6% | -53.7% |
| 6M | +38.4% | -18.5% | +56.9% | +60.9% |
| YTD | +62.5% | -26.7% | +89.2% | +106.5% |
| 1Y | +101.4% | -28.3% | +129.7% | +162.5% |
| All | +43.0% | +11.9% | +31.1% | +32.3% |
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