+55.7%
HAS vs TRMB
+114.9%
-59.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -1.9% |
| 7D | -3.1% | -0.3% | -2.8% | -3.0% |
| 30D | -2.7% | -1.2% | -1.5% | -2.4% |
| 3M | +8.9% | +9.6% | -0.7% | +4.2% |
| 6M | -2.9% | -16.1% | +13.2% | +3.2% |
| YTD | +12.6% | -25.0% | +37.6% | +25.0% |
| 1Y | +17.5% | -27.7% | +45.2% | +32.0% |
| 3Y | +46.2% | +15.3% | +30.9% | +30.4% |
| 5Y | +12.6% | -37.4% | +50.0% | +27.2% |
| 10Y | +55.7% | +117.5% | -61.8% | +0.7% |
| All | +55.7% | +114.9% | -59.2% | +0.7% |
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