+49.4%
HAS vs TRMB
-38.8%
+88.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.3% |
| 7D | 0.0% | -17.9% | +17.9% | +6.3% |
| 30D | +31.3% | -12.0% | +43.3% | +36.0% |
| 3M | +32.1% | -8.4% | +40.5% | +34.4% |
| 6M | +28.1% | -21.5% | +49.7% | +37.7% |
| YTD | +49.1% | -31.5% | +80.6% | +68.6% |
| 1Y | +60.5% | -33.4% | +94.0% | +83.3% |
| 3Y | +183.9% | +26.5% | +157.4% | +139.1% |
| All | +49.4% | -38.8% | +88.2% | +61.0% |
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