+17.7%
NXPI vs TRMB
-37.5%
+55.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -1.0% |
| 7D | +0.7% | -0.3% | +0.9% | +0.8% |
| 30D | -6.6% | -1.2% | -5.4% | -6.2% |
| 3M | -25.4% | +9.6% | -35.0% | -30.9% |
| 6M | +11.9% | -16.1% | +28.0% | +23.2% |
| YTD | +4.0% | -25.0% | +29.0% | +23.3% |
| 1Y | +1.0% | -27.7% | +28.7% | +22.7% |
| 3Y | +16.3% | +15.3% | +1.0% | -0.7% |
| 5Y | +17.7% | -37.4% | +55.1% | +53.1% |
| All | +17.7% | -37.5% | +55.2% | +53.1% |
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 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