+393.9%
GH vs TRMB
+32.3%
+361.5%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -1.6% |
| 7D | -1.2% | -5.4% | +4.2% | +2.5% |
| 30D | -3.7% | -2.0% | -1.7% | -2.9% |
| 3M | +21.7% | +12.3% | +9.3% | +10.1% |
| 6M | +75.7% | -17.6% | +93.4% | +96.6% |
| YTD | +55.7% | -27.5% | +83.2% | +89.2% |
| 1Y | +181.1% | -29.1% | +210.2% | +243.3% |
| 3Y | +371.6% | +11.5% | +360.1% | +298.1% |
| 5Y | +23.2% | -39.5% | +62.6% | +61.0% |
| All | +393.9% | +32.3% | +361.5% | +338.2% |
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