+66.3%
GEN vs TRMB
+29.6%
+36.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.0% | -0.4% |
| 7D | -0.3% | -17.0% | +16.6% | +6.4% |
| 30D | +28.2% | -9.0% | +37.2% | +31.1% |
| 3M | +2.6% | -8.1% | +10.7% | +4.5% |
| 6M | +32.7% | -10.1% | +42.7% | +35.8% |
| YTD | +11.3% | -30.2% | +41.5% | +26.4% |
| 1Y | +17.9% | -30.7% | +48.6% | +33.9% |
| 3Y | +66.3% | +32.6% | +33.7% | +42.9% |
| All | +66.3% | +29.6% | +36.7% | +42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling