+72.6%
HAL vs TRMB
-27.7%
+100.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.7% |
| 7D | +0.5% | -0.3% | +0.7% | +0.5% |
| 30D | +15.9% | -1.2% | +17.2% | +16.0% |
| 3M | -8.7% | +9.6% | -18.3% | -8.9% |
| 6M | +9.0% | -16.1% | +25.2% | +11.6% |
| YTD | +32.0% | -25.0% | +57.0% | +38.3% |
| All | +72.6% | -27.7% | +100.3% | +80.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling