-37.2%
TRMB vs NVMI
+261.9%
-299.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.1% | +1.0% |
| 7D | -3.0% | -0.1% | -3.0% | -3.0% |
| 30D | +2.3% | -8.4% | +10.7% | +4.5% |
| 3M | +15.3% | -33.6% | +48.9% | +26.9% |
| 6M | -14.7% | -14.7% | 0.0% | -15.2% |
| YTD | -26.4% | +13.2% | -39.6% | -34.8% |
| 1Y | -30.4% | +29.0% | -59.4% | -41.7% |
| 3Y | +13.5% | +215.0% | -201.5% | -41.1% |
| All | -37.2% | +261.9% | -299.1% | -69.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling