+61.5%
GNRC vs TRMB
+12.4%
+49.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.4% | +1.5% | +2.4% |
| 7D | -0.2% | -3.0% | +2.9% | +0.9% |
| 30D | -15.7% | +2.3% | -18.1% | -16.6% |
| 3M | -27.3% | +15.3% | -42.7% | -31.8% |
| 6M | -12.1% | -14.7% | +2.6% | -7.1% |
| YTD | +37.1% | -26.4% | +63.5% | +53.9% |
| 1Y | -0.5% | -30.4% | +29.9% | +14.8% |
| 3Y | +61.5% | +13.5% | +48.0% | +64.0% |
| All | +61.5% | +12.4% | +49.1% | +64.0% |
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