+155.4%
GEN vs TRMB
+109.2%
+46.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.2% | -1.1% | +1.1% |
| 7D | -0.8% | +4.1% | -4.9% | -2.1% |
| 30D | +31.2% | -5.1% | +36.3% | +32.2% |
| 3M | +6.1% | -2.6% | +8.7% | +6.0% |
| 6M | +38.1% | -2.7% | +40.8% | +37.9% |
| YTD | +14.4% | -27.9% | +42.3% | +25.3% |
| 1Y | +15.1% | -29.0% | +44.2% | +26.5% |
| 3Y | +68.5% | +35.0% | +33.6% | +51.5% |
| 5Y | +35.8% | -33.9% | +69.7% | +45.2% |
| 10Y | +155.4% | +106.1% | +49.3% | +96.7% |
| All | +155.4% | +109.2% | +46.2% | +96.7% |
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