+47.7%
HAS vs TRMB
-36.0%
+83.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.6% |
| 7D | +1.4% | +2.8% | -1.4% | +0.4% |
| 30D | +26.3% | -5.9% | +32.1% | +27.6% |
| 3M | +25.6% | -3.3% | +28.9% | +25.2% |
| 6M | +30.3% | +1.3% | +28.9% | +26.6% |
| YTD | +50.4% | -29.0% | +79.3% | +67.8% |
| 1Y | +57.7% | -27.8% | +85.5% | +74.6% |
| 3Y | +213.4% | +36.3% | +177.1% | +155.9% |
| All | +47.7% | -36.0% | +83.8% | +56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling