+3.0%
GEN vs TRMB
-29.4%
+32.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.2% | +1.1% |
| 7D | -2.9% | -2.9% | 0.0% | -1.4% |
| 30D | +2.1% | -1.8% | +3.8% | +3.0% |
| 3M | +19.7% | +8.4% | +11.3% | +14.6% |
| 6M | +33.3% | -18.5% | +51.8% | +45.4% |
| YTD | +11.1% | -26.7% | +37.9% | +23.7% |
| 1Y | +3.0% | -28.3% | +31.3% | +14.6% |
| All | +3.0% | -29.4% | +32.4% | +14.6% |
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