+15.7%
GEHC vs TRMB
-31.2%
+46.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -17.3% | +23.7% | +10.5% |
| 7D | +13.2% | -15.7% | +28.9% | +16.7% |
| 30D | +30.6% | -7.8% | +38.4% | +29.8% |
| 3M | +22.2% | -9.3% | +31.5% | +22.0% |
| 6M | +40.8% | -20.8% | +61.7% | +48.1% |
| YTD | +4.8% | -30.8% | +35.6% | +17.9% |
| 1Y | +15.7% | -31.0% | +46.7% | +31.1% |
| All | +15.7% | -31.2% | +46.9% | +31.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling