+151.3%
GEN vs TRMB
+118.7%
+32.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.0% |
| 7D | -4.3% | -5.4% | +1.1% | -2.6% |
| 30D | +3.8% | -2.0% | +5.7% | +4.4% |
| 3M | +22.3% | +12.3% | +9.9% | +17.8% |
| 6M | +39.0% | -17.6% | +56.6% | +47.4% |
| YTD | +11.9% | -27.5% | +39.4% | +23.4% |
| 1Y | +4.5% | -29.1% | +33.6% | +15.7% |
| 3Y | +59.0% | +11.5% | +47.5% | +51.8% |
| 5Y | +22.0% | -39.5% | +61.4% | +34.3% |
| All | +151.3% | +118.7% | +32.6% | +102.4% |
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 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