+7.4%
HAL vs TRMB
+113.5%
-106.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +2.1% |
| 7D | -1.3% | -2.9% | +1.6% | +0.1% |
| 30D | +10.9% | -1.8% | +12.7% | +11.6% |
| 3M | -5.8% | +8.4% | -14.3% | -10.9% |
| 6M | +8.1% | -18.5% | +26.6% | +17.8% |
| YTD | +33.2% | -26.7% | +59.9% | +52.4% |
| 1Y | +74.2% | -28.3% | +102.5% | +100.3% |
| 3Y | -3.7% | +12.6% | -16.3% | -17.0% |
| 5Y | +111.9% | -38.7% | +150.6% | +150.3% |
| 10Y | +7.4% | +120.8% | -113.4% | -39.9% |
| All | +7.4% | +113.5% | -106.2% | -39.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling