+102.2%
HAS vs TRMB
+96.4%
+5.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +3.3% | -16.6% | +19.8% | +9.8% |
| 30D | +30.5% | -8.9% | +39.4% | +33.9% |
| 3M | +29.9% | -6.3% | +36.2% | +31.3% |
| 6M | +26.5% | -10.0% | +36.5% | +29.2% |
| YTD | +51.9% | -30.1% | +82.1% | +71.2% |
| 1Y | +60.9% | -31.3% | +92.2% | +82.3% |
| 3Y | +215.0% | +30.8% | +184.2% | +163.4% |
| 5Y | +51.5% | -35.9% | +87.4% | +67.2% |
| 10Y | +102.2% | +101.7% | +0.5% | +32.9% |
| All | +102.2% | +96.4% | +5.8% | +32.9% |
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 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