+190.7%
HAS vs TRMB
+26.2%
+164.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.4% |
| 7D | 0.0% | -17.9% | +17.9% | +5.1% |
| 30D | +31.3% | -12.0% | +43.3% | +34.8% |
| 3M | +32.1% | -8.4% | +40.5% | +33.6% |
| 6M | +28.1% | -21.5% | +49.7% | +36.3% |
| YTD | +49.1% | -31.5% | +80.6% | +66.2% |
| 1Y | +60.5% | -33.4% | +94.0% | +80.6% |
| All | +190.7% | +26.2% | +164.5% | +117.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling