+215.8%
HAS vs TRMB
+34.4%
+181.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.9% | -1.7% |
| 7D | +1.6% | +4.1% | -2.5% | +0.4% |
| 30D | +26.6% | -7.0% | +33.6% | +27.9% |
| 3M | +29.0% | -0.9% | +29.9% | +27.2% |
| 6M | +30.6% | -1.2% | +31.8% | +28.4% |
| YTD | +51.5% | -28.7% | +80.3% | +67.0% |
| 1Y | +58.5% | -32.1% | +90.5% | +77.7% |
| All | +215.8% | +34.4% | +181.4% | +124.7% |
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 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