+214.4%
NXPI vs TRMB
+109.2%
+105.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.2% | -0.1% | +1.0% |
| 7D | +1.7% | +4.1% | -2.4% | -0.8% |
| 30D | +19.7% | -5.1% | +24.7% | +21.4% |
| 3M | +14.5% | -2.6% | +17.1% | +13.6% |
| 6M | -11.2% | -2.7% | -8.5% | -13.1% |
| YTD | +25.8% | -27.9% | +53.7% | +48.5% |
| 1Y | +35.2% | -29.0% | +64.2% | +60.9% |
| 3Y | +52.3% | +35.0% | +17.3% | +16.7% |
| 5Y | +34.8% | -33.9% | +68.8% | +62.7% |
| 10Y | +214.4% | +106.1% | +108.3% | +108.1% |
| All | +214.4% | +109.2% | +105.2% | +108.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling