+1,594.6%
TRMB vs NVMI
+1,995.1%
-400.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.3% |
| 7D | -0.3% | +11.7% | -12.0% | -1.8% |
| 30D | -1.2% | -4.0% | +2.8% | -0.8% |
| 3M | +9.6% | -25.8% | +35.4% | +13.0% |
| 6M | -16.1% | -8.3% | -7.8% | -16.6% |
| YTD | -25.0% | +14.8% | -39.8% | -28.1% |
| 1Y | -27.7% | +37.9% | -65.6% | -32.7% |
| 3Y | +15.3% | +216.3% | -201.0% | -6.4% |
| 5Y | -37.4% | +277.2% | -314.6% | -50.5% |
| 10Y | +117.5% | +3,074.3% | -2,956.9% | +35.2% |
| All | +1,594.6% | +1,995.1% | -400.5% | +666.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling