-44.2%
GPN vs TRMB
-39.6%
-4.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.7% | +2.3% |
| 7D | -3.5% | -5.4% | +1.9% | -0.4% |
| 30D | +3.1% | -2.0% | +5.1% | +4.1% |
| 3M | +42.3% | +12.3% | +30.0% | +33.2% |
| 6M | +20.9% | -17.6% | +38.5% | +34.0% |
| YTD | +15.2% | -27.5% | +42.7% | +36.5% |
| 1Y | +5.4% | -29.1% | +34.5% | +26.0% |
| 3Y | -27.4% | +11.5% | -38.9% | -32.9% |
| 5Y | -44.2% | -39.5% | -4.7% | -34.4% |
| All | -44.2% | -39.6% | -4.6% | -34.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling