+230.2%
NXT vs TRMB
-1.0%
+231.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | -0.3% |
| 7D | -5.7% | +4.1% | -9.8% | -7.0% |
| 30D | +18.5% | -5.1% | +23.6% | +18.2% |
| 3M | -4.1% | -2.6% | -1.5% | -5.5% |
| 6M | -20.3% | -2.7% | -17.6% | -21.8% |
| YTD | +15.5% | -27.9% | +43.4% | +28.5% |
| 1Y | -5.0% | -29.0% | +24.1% | +6.8% |
| 3Y | +191.6% | +35.0% | +156.7% | +120.1% |
| All | +230.2% | -1.0% | +231.2% | +207.2% |
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