+116.7%
TRMB vs NVMI
+3,158.6%
-3,041.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.1% | +0.9% |
| 7D | -3.0% | -0.1% | -3.0% | -3.0% |
| 30D | +2.3% | -8.4% | +10.7% | +4.8% |
| 3M | +15.3% | -33.6% | +48.9% | +28.4% |
| 6M | -14.7% | -14.7% | 0.0% | -14.9% |
| YTD | -26.4% | +13.2% | -39.6% | -34.9% |
| 1Y | -30.4% | +29.0% | -59.4% | -42.0% |
| 3Y | +13.5% | +215.0% | -201.5% | -39.8% |
| 5Y | -38.6% | +268.6% | -307.1% | -70.5% |
| All | +116.7% | +3,158.6% | -3,041.9% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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