-9.4%
NVTS vs TRMB
-34.0%
+24.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -1.1% |
| 7D | +3.5% | -2.9% | +6.4% | +6.2% |
| 30D | -11.9% | -1.8% | -10.1% | -11.4% |
| 3M | -49.2% | +8.4% | -57.6% | -55.1% |
| 6M | +38.4% | -18.5% | +56.9% | +62.9% |
| YTD | +62.5% | -26.7% | +89.2% | +112.2% |
| 1Y | +101.4% | -28.3% | +129.7% | +170.7% |
| 3Y | +40.4% | +12.6% | +27.8% | +14.6% |
| All | -9.4% | -34.0% | +24.6% | +35.3% |
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 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