+180.5%
NXT vs TRMB
+3.0%
+177.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.6% |
| 7D | +2.9% | -0.3% | +3.1% | +3.0% |
| 30D | -17.2% | -1.2% | -16.0% | -16.9% |
| 3M | -32.0% | +9.6% | -41.6% | -35.0% |
| 6M | -15.8% | -16.1% | +0.4% | -9.9% |
| YTD | -1.9% | -25.0% | +23.1% | +10.0% |
| 1Y | +22.5% | -27.7% | +50.2% | +40.1% |
| 3Y | +100.5% | +15.3% | +85.2% | +69.4% |
| All | +180.5% | +3.0% | +177.5% | +163.0% |
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 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