+111.2%
HAL vs TRMB
-36.8%
+148.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | -0.3% |
| 7D | +2.9% | -2.5% | +5.5% | +3.7% |
| 30D | +17.0% | +1.5% | +15.5% | +16.3% |
| 3M | -9.7% | +6.8% | -16.4% | -12.0% |
| 6M | +8.6% | -14.9% | +23.6% | +13.6% |
| YTD | +33.0% | -24.1% | +57.1% | +44.2% |
| 1Y | +68.3% | -25.4% | +93.7% | +82.9% |
| 3Y | +0.1% | +8.0% | -7.9% | -5.2% |
| All | +111.2% | -36.8% | +148.0% | +123.5% |
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