+21.8%
GEN vs TRMB
-31.2%
+53.0%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -17.3% | +21.3% | +10.9% |
| 7D | +26.9% | -15.7% | +42.6% | +33.9% |
| 30D | +38.6% | -7.8% | +46.4% | +39.3% |
| 3M | +9.7% | -9.3% | +19.0% | +11.3% |
| 6M | +58.9% | -20.8% | +79.7% | +70.1% |
| YTD | +15.3% | -30.8% | +46.1% | +26.3% |
| 1Y | +21.8% | -31.0% | +52.8% | +33.4% |
| All | +21.8% | -31.2% | +53.0% | +33.4% |
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