+410.2%
GE vs TRMB
-37.9%
+448.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +5.4% | -16.6% | +21.9% | +11.3% |
| 30D | +9.6% | -8.9% | +18.5% | +11.9% |
| 3M | -7.7% | -6.3% | -1.4% | -7.2% |
| 6M | +14.0% | -10.0% | +24.0% | +15.9% |
| YTD | +10.2% | -30.1% | +40.3% | +23.1% |
| 1Y | +8.9% | -31.3% | +40.2% | +22.2% |
| 3Y | +273.7% | +30.8% | +242.8% | +211.6% |
| 5Y | +410.2% | -35.9% | +446.1% | +441.1% |
| All | +410.2% | -37.9% | +448.1% | +441.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling