+170.4%
NXT vs TRMB
+0.6%
+169.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.3% | -1.3% | -2.6% |
| 7D | -0.2% | -2.9% | +2.7% | +1.0% |
| 30D | -20.0% | -1.8% | -18.2% | -19.5% |
| 3M | -30.9% | +8.4% | -39.3% | -33.7% |
| 6M | -23.8% | -18.5% | -5.3% | -17.6% |
| YTD | -5.4% | -26.7% | +21.3% | +7.1% |
| 1Y | +28.0% | -28.3% | +56.3% | +46.8% |
| 3Y | +93.3% | +12.6% | +80.7% | +64.9% |
| All | +170.4% | +0.6% | +169.8% | +156.0% |
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