+93.3%
GWW vs TRMB
+34.0%
+59.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.8% |
| 7D | +3.6% | +2.8% | +0.7% | +3.0% |
| 30D | +12.1% | -5.9% | +18.0% | +12.0% |
| 3M | +12.9% | -3.3% | +16.2% | +11.9% |
| 6M | +19.3% | +1.3% | +18.0% | +16.2% |
| YTD | +48.7% | -29.0% | +77.7% | +60.2% |
| 1Y | +60.5% | -27.8% | +88.3% | +71.7% |
| 3Y | +93.3% | +36.3% | +57.0% | +66.8% |
| All | +93.3% | +34.0% | +59.3% | +66.8% |
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