+44.2%
HAS vs TRMB
+8.5%
+35.7%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.2% |
| 7D | -1.8% | -2.5% | +0.7% | -1.0% |
| 30D | +2.3% | +1.5% | +0.7% | +1.6% |
| 3M | +10.4% | +6.8% | +3.6% | +7.6% |
| 6M | -3.2% | -14.9% | +11.7% | +1.5% |
| YTD | +15.4% | -24.1% | +39.5% | +25.7% |
| 1Y | +18.8% | -25.4% | +44.2% | +29.9% |
| All | +44.2% | +8.5% | +35.7% | +33.3% |
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