-16.8%
HAL vs TRMB
+109.2%
-126.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.2% | +0.2% | +1.8% |
| 7D | -0.2% | +4.1% | -4.3% | -2.2% |
| 30D | +1.0% | -5.1% | +6.1% | +2.4% |
| 3M | -2.1% | -2.6% | +0.5% | -2.5% |
| 6M | -17.5% | -2.7% | -14.8% | -18.8% |
| YTD | +18.1% | -27.9% | +46.0% | +34.4% |
| 1Y | +19.7% | -29.0% | +48.8% | +36.7% |
| 3Y | -7.9% | +35.0% | -42.9% | -28.6% |
| 5Y | +53.1% | -33.9% | +87.0% | +69.5% |
| 10Y | -16.8% | +106.1% | -122.9% | -49.7% |
| All | -16.8% | +109.2% | -126.0% | -49.7% |
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