+100.5%
HAS vs TRMB
+105.7%
-5.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.9% |
| 7D | -0.2% | -16.7% | +16.5% | +6.2% |
| 30D | +31.0% | -9.9% | +40.9% | +35.0% |
| 3M | +30.7% | -7.6% | +38.2% | +32.8% |
| 6M | +23.9% | -14.7% | +38.6% | +29.3% |
| YTD | +48.3% | -30.9% | +79.3% | +67.9% |
| 1Y | +60.2% | -31.3% | +91.6% | +81.4% |
| 3Y | +189.2% | +29.4% | +159.8% | +142.9% |
| 5Y | +50.4% | -37.4% | +87.8% | +67.4% |
| All | +100.5% | +105.7% | -5.3% | +33.7% |
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