+14.8%
TRMB vs NVDX
+774.9%
-760.1%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.5% | -0.5% |
| 7D | -5.4% | -8.6% | +3.2% | -4.6% |
| 30D | -2.0% | -1.4% | -0.5% | -2.1% |
| 3M | +12.3% | +10.6% | +1.7% | +10.0% |
| 6M | -17.6% | +20.2% | -37.8% | -20.8% |
| YTD | -27.5% | +11.8% | -39.3% | -30.0% |
| 1Y | -29.1% | +12.9% | -42.0% | -32.2% |
| All | +14.8% | +774.9% | -760.1% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 3y: compounded portfolio wealth divided by compounded NVDX 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…
3y analysis · Full analysis span regression · 6 months rolling