+25.3%
GPN vs TRMB
+121.9%
-96.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -1.1% |
| 7D | -4.6% | -3.0% | -1.5% | -3.0% |
| 30D | -0.3% | +2.3% | -2.6% | -1.6% |
| 3M | +35.4% | +15.3% | +20.1% | +25.6% |
| 6M | +21.7% | -14.7% | +36.4% | +31.9% |
| YTD | +14.9% | -26.4% | +41.3% | +34.3% |
| 1Y | +3.2% | -30.4% | +33.6% | +23.7% |
| 3Y | -27.1% | +13.5% | -40.7% | -33.4% |
| 5Y | -44.4% | -38.6% | -5.8% | -32.6% |
| All | +25.3% | +121.9% | -96.5% | -20.6% |
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