+4,019.4%
HAS vs TRMB
+3,381.2%
+638.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | -1.8% | -2.5% | +0.7% | -1.5% |
| 30D | +2.3% | +1.5% | +0.7% | +2.0% |
| 3M | +10.4% | +6.8% | +3.6% | +9.2% |
| 6M | -3.2% | -14.9% | +11.7% | -1.4% |
| YTD | +15.4% | -24.1% | +39.5% | +19.3% |
| 1Y | +18.8% | -25.4% | +44.2% | +23.0% |
| 3Y | +43.9% | +8.0% | +35.9% | +41.1% |
| 5Y | +13.9% | -37.3% | +51.2% | +19.0% |
| 10Y | +56.4% | +116.8% | -60.4% | +40.7% |
| All | +4,019.4% | +3,381.2% | +638.2% | +2,513.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling