+2,104.1%
GNRC vs TRMB
+365.5%
+1,738.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.4% | -0.8% |
| 7D | +3.2% | -2.9% | +6.1% | +4.6% |
| 30D | -9.5% | -1.8% | -7.7% | -9.1% |
| 3M | -28.5% | +8.4% | -37.0% | -32.2% |
| 6M | -10.0% | -18.5% | +8.6% | -2.4% |
| YTD | +36.7% | -26.7% | +63.5% | +54.9% |
| 1Y | +2.6% | -28.3% | +30.9% | +17.6% |
| 3Y | +61.9% | +12.6% | +49.3% | +44.5% |
| 5Y | -59.0% | -38.7% | -20.3% | -50.6% |
| 10Y | +444.8% | +120.8% | +324.0% | +278.8% |
| All | +2,104.1% | +365.5% | +1,738.6% | +1,011.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling