+152.0%
GE vs TRMB
+113.5%
+38.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.5% | -1.8% |
| 7D | -1.2% | -2.9% | +1.7% | 0.0% |
| 30D | -11.3% | -1.8% | -9.5% | -10.9% |
| 3M | -1.4% | +8.4% | -9.8% | -5.5% |
| 6M | +1.2% | -18.5% | +19.7% | +8.9% |
| YTD | +5.9% | -26.7% | +32.7% | +18.8% |
| 1Y | +18.4% | -28.3% | +46.7% | +33.3% |
| 3Y | +271.0% | +12.6% | +258.4% | +232.8% |
| 5Y | +417.9% | -38.7% | +456.6% | +493.2% |
| 10Y | +152.0% | +120.8% | +31.2% | +67.6% |
| All | +152.0% | +113.5% | +38.4% | +67.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling