+9.4%
GEHC vs TRMB
-30.2%
+39.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -0.7% |
| 7D | -2.3% | +4.1% | -6.4% | -3.2% |
| 30D | +19.0% | -7.0% | +26.0% | +18.5% |
| 3M | +13.3% | -0.9% | +14.2% | +9.7% |
| 6M | +31.5% | -1.2% | +32.7% | +27.1% |
| YTD | 0.0% | -28.7% | +28.7% | +11.3% |
| 1Y | +9.4% | -32.1% | +41.4% | +25.2% |
| All | +9.4% | -30.2% | +39.6% | +25.2% |
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