+371.1%
GH vs TRMB
+29.5%
+341.6%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.8% |
| 7D | +0.6% | +2.8% | -2.3% | -1.3% |
| 30D | -6.9% | -5.9% | -1.1% | -4.6% |
| 3M | -4.9% | -3.3% | -1.6% | -5.1% |
| 6M | +54.1% | +1.3% | +52.7% | +46.4% |
| YTD | +48.5% | -29.0% | +77.5% | +79.4% |
| 1Y | +61.2% | -27.8% | +88.9% | +91.4% |
| 3Y | +570.3% | +36.3% | +534.0% | +383.0% |
| 5Y | +46.1% | -35.8% | +82.0% | +82.0% |
| All | +371.1% | +29.5% | +341.6% | +315.5% |
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